+2.5%
RCUS price history and return analytics
+144.0%
-141.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -4.6% | +2.4% | -7.0% | -7.7% |
| 30D | -22.6% | -1.5% | -21.1% | -20.8% |
| 3M | -39.6% | -4.1% | -35.5% | -35.8% |
| 6M | -30.3% | +0.6% | -30.8% | -30.5% |
| YTD | -26.9% | +11.0% | -37.9% | -36.5% |
| 1Y | -11.9% | +13.3% | -25.3% | -25.7% |
| 3Y | +29.8% | +73.4% | -43.6% | -37.3% |
| 5Y | -54.2% | +57.4% | -111.7% | -74.2% |
| All | +2.5% | +144.0% | -141.5% | -64.7% |
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