+10.6%
RCUS price history and return analytics
+146.3%
-135.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.9% |
| 7D | -2.6% | -0.7% | -1.9% | -1.4% |
| 30D | -22.8% | -1.7% | -21.0% | -20.8% |
| 3M | -34.6% | -2.3% | -32.3% | -32.3% |
| 6M | -24.4% | +1.5% | -25.9% | -25.7% |
| YTD | -21.1% | +12.0% | -33.2% | -32.4% |
| 1Y | -7.3% | +12.9% | -20.2% | -21.4% |
| 3Y | +38.8% | +74.9% | -36.1% | -33.8% |
| 5Y | -49.8% | +59.9% | -109.7% | -72.3% |
| All | +10.6% | +146.3% | -135.7% | -62.4% |
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