+362.3%
IGV vs RCAT
-99.7%
+462.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | 0.0% | +1.9% |
| 7D | -1.3% | +7.2% | -8.5% | -1.4% |
| 30D | -8.1% | -20.4% | +12.3% | -8.0% |
| 3M | -1.6% | -59.8% | +58.1% | -0.8% |
| 6M | +12.7% | -61.9% | +74.6% | +13.6% |
| YTD | -3.3% | -45.9% | +42.6% | -3.0% |
| 1Y | -7.9% | -50.5% | +42.6% | -7.6% |
| 3Y | +40.3% | +387.5% | -347.2% | +37.4% |
| 5Y | +17.3% | +70.9% | -53.6% | +15.2% |
| 10Y | +362.3% | -99.7% | +462.0% | +341.1% |
| All | +362.3% | -99.7% | +462.0% | +341.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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