+11.5%
RCUS price history and return analytics
+144.6%
-133.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | 0.0% |
| 7D | +6.2% | +0.4% | +5.8% | +5.9% |
| 30D | -22.4% | -2.6% | -19.8% | -19.4% |
| 3M | -33.8% | -3.2% | -30.6% | -30.5% |
| 6M | -25.3% | +0.9% | -26.2% | -26.0% |
| YTD | -20.5% | +11.3% | -31.8% | -31.3% |
| 1Y | -1.9% | +14.0% | -15.9% | -17.9% |
| 3Y | +37.9% | +75.8% | -37.9% | -34.7% |
| 5Y | -51.3% | +57.8% | -109.1% | -72.7% |
| All | +11.5% | +144.6% | -133.2% | -61.8% |
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