+6.9%
RCS price history and return analytics
+66.2%
-59.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | -1.7% | +1.0% | -2.7% | -2.2% |
| 30D | -1.7% | -0.2% | -1.5% | -1.6% |
| 3M | -3.5% | +4.5% | -8.1% | -5.8% |
| 6M | -5.9% | +14.1% | -19.9% | -12.2% |
| YTD | -1.9% | +14.8% | -16.6% | -8.8% |
| 1Y | -24.0% | +21.2% | -45.2% | -31.3% |
| 3Y | +22.9% | +76.6% | -53.7% | -10.1% |
| 5Y | +6.9% | +66.6% | -59.7% | -21.5% |
| All | +6.9% | +66.2% | -59.3% | -21.5% |
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 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