+29.5%
RZC price history and return analytics
+118.8%
-89.4%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.1% |
| 7D | +0.2% | -1.1% | +1.3% | +0.4% |
| 30D | -0.3% | -1.0% | +0.7% | -0.1% |
| 3M | +2.1% | +3.2% | -1.1% | +1.5% |
| 6M | +3.5% | +12.5% | -8.9% | +1.3% |
| YTD | +4.3% | +14.1% | -9.8% | +1.7% |
| 1Y | +5.9% | +18.9% | -13.0% | +2.5% |
| 3Y | +21.3% | +74.1% | -52.8% | +6.6% |
| All | +29.5% | +118.8% | -89.4% | +9.0% |
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 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