+0.6%
RCTR price history and return analytics
+21.8%
-21.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.9% |
| 7D | +1.6% | -0.7% | +2.3% | +2.6% |
| 30D | -6.1% | -1.7% | -4.3% | -3.6% |
| 3M | -11.7% | -2.3% | -9.3% | -8.5% |
| 6M | -20.0% | +1.5% | -21.5% | -21.5% |
| YTD | -6.2% | +12.0% | -18.2% | -19.9% |
| 1Y | -9.7% | +12.9% | -22.6% | -23.5% |
| All | +0.6% | +21.8% | -21.1% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling