+67.6%
RCUS price history and return analytics
+150.6%
-83.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.0% |
| 7D | -4.6% | -0.1% | -4.4% | -4.4% |
| 30D | -0.8% | -0.7% | -0.1% | +0.2% |
| 3M | +20.5% | +4.0% | +16.5% | +14.0% |
| 6M | +21.6% | +12.3% | +9.3% | +3.7% |
| YTD | +19.6% | +14.0% | +5.5% | -0.2% |
| 1Y | +151.7% | +20.3% | +131.4% | +96.2% |
| 3Y | +33.3% | +75.4% | -42.2% | -37.0% |
| 5Y | -17.3% | +66.0% | -83.2% | -56.6% |
| All | +67.6% | +150.6% | -83.0% | -44.5% |
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 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