+23.7%
RCI price history and return analytics
+221.8%
-198.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.4% |
| 7D | -0.3% | +2.4% | -2.7% | -1.8% |
| 30D | +7.1% | -1.5% | +8.6% | +7.8% |
| 3M | -7.8% | -4.1% | -3.7% | -5.7% |
| 6M | -6.1% | +0.6% | -6.7% | -7.1% |
| YTD | -9.4% | +11.0% | -20.4% | -16.0% |
| 1Y | -10.9% | +13.3% | -24.3% | -18.5% |
| 3Y | -10.5% | +73.4% | -83.9% | -39.1% |
| 5Y | -18.0% | +57.4% | -75.4% | -40.9% |
| All | +23.7% | +221.8% | -198.1% | -50.5% |
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