+213.5%
RCS price history and return analytics
+360.7%
-147.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.8% |
| 7D | +1.0% | -0.7% | +1.7% | +1.3% |
| 30D | +1.4% | -1.7% | +3.1% | +2.2% |
| 3M | -1.3% | -2.3% | +1.0% | -0.3% |
| 6M | -3.7% | +1.5% | -5.2% | -4.7% |
| YTD | -1.8% | +12.0% | -13.9% | -7.6% |
| 1Y | -21.7% | +12.9% | -34.5% | -26.6% |
| 3Y | +21.3% | +74.9% | -53.7% | -9.5% |
| 5Y | +6.6% | +59.9% | -53.3% | -17.3% |
| 10Y | +46.0% | +224.6% | -178.7% | -19.0% |
| All | +213.5% | +360.7% | -147.1% | +55.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling