+364.4%
IGV vs RCAT
-98.5%
+462.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.5% | +5.7% | -0.7% |
| 7D | -1.5% | -2.3% | +0.7% | -1.5% |
| 30D | -3.0% | -18.7% | +15.7% | -2.8% |
| 3M | +9.6% | -29.3% | +38.8% | +9.9% |
| 6M | +16.1% | -42.3% | +58.4% | +16.5% |
| YTD | -3.6% | +2.5% | -6.2% | -3.9% |
| 1Y | -7.8% | -5.7% | -2.2% | -8.2% |
| 3Y | +40.0% | +764.9% | -724.9% | +36.2% |
| 5Y | +21.2% | +182.3% | -161.1% | +18.2% |
| 10Y | +364.4% | -98.5% | +462.9% | +336.2% |
| All | +364.4% | -98.5% | +462.9% | +336.2% |
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