+25.2%
RCS price history and return analytics
+222.7%
-197.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.7% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -2.7% | -0.7% | -2.0% | -2.3% |
| 3M | -5.2% | +4.0% | -9.2% | -7.8% |
| 6M | -5.0% | +12.3% | -17.3% | -12.4% |
| YTD | -3.0% | +14.0% | -17.0% | -11.6% |
| 1Y | -24.5% | +20.3% | -44.8% | -33.7% |
| 3Y | +21.5% | +75.4% | -54.0% | -19.2% |
| 5Y | +5.3% | +66.0% | -60.7% | -27.8% |
| 10Y | +25.2% | +228.2% | -203.0% | -51.8% |
| All | +25.2% | +222.7% | -197.4% | -51.8% |
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 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