+341.5%
RCBC price history and return analytics
+221.4%
+120.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +3.2% | +1.0% | +2.2% | +3.0% |
| 30D | +12.8% | -0.2% | +13.0% | +12.8% |
| 3M | +27.2% | +4.5% | +22.7% | +26.1% |
| 6M | +21.4% | +14.1% | +7.4% | +18.2% |
| YTD | +21.2% | +14.8% | +6.4% | +17.8% |
| 1Y | +42.0% | +21.2% | +20.8% | +36.4% |
| 3Y | +181.8% | +76.6% | +105.2% | +151.8% |
| 5Y | +109.2% | +66.6% | +42.7% | +88.8% |
| 10Y | +341.5% | +222.3% | +119.2% | +246.6% |
| All | +341.5% | +221.4% | +120.0% | +246.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling