+292.2%
RCL price history and return analytics
+57.0%
+235.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.9% |
| 7D | -1.2% | +2.4% | -3.5% | -5.2% |
| 30D | +17.8% | -1.5% | +19.4% | +20.9% |
| 3M | +4.9% | -4.1% | +9.1% | +12.8% |
| 6M | +23.7% | +0.6% | +23.2% | +22.1% |
| YTD | +17.8% | +11.0% | +6.8% | -2.1% |
| 1Y | +28.9% | +13.3% | +15.6% | +3.2% |
| 3Y | +241.9% | +73.4% | +168.5% | +26.5% |
| All | +292.2% | +57.0% | +235.2% | +90.8% |
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