+117.0%
RCBC price history and return analytics
+53.4%
+63.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +1.1% | -2.3% | +3.4% | +1.5% |
| 30D | +7.3% | -5.0% | +12.2% | +8.1% |
| 3M | +25.3% | -4.9% | +30.1% | +26.2% |
| 6M | +41.7% | -1.5% | +43.3% | +42.1% |
| YTD | +34.0% | +8.5% | +25.6% | +32.5% |
| 1Y | +50.6% | +11.4% | +39.2% | +48.2% |
| 3Y | +176.3% | +70.1% | +106.2% | +162.5% |
| All | +117.0% | +53.4% | +63.6% | +105.6% |
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 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