+112.2%
RCBC price history and return analytics
+57.0%
+55.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +0.2% | +2.4% | -2.1% | -0.1% |
| 30D | +9.6% | -1.5% | +11.2% | +9.9% |
| 3M | +23.7% | -4.1% | +27.8% | +24.4% |
| 6M | +42.6% | +0.6% | +42.0% | +42.5% |
| YTD | +34.4% | +11.0% | +23.3% | +32.3% |
| 1Y | +50.6% | +13.3% | +37.2% | +47.8% |
| 3Y | +186.8% | +73.4% | +113.4% | +171.5% |
| All | +112.2% | +57.0% | +55.1% | +99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling