+74.8%
IVV vs RCAT
+270.1%
-195.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -14.9% | +10.5% | -3.8% |
| 7D | -4.8% | -32.6% | +27.8% | -3.4% |
| 30D | -5.9% | -46.3% | +40.4% | -3.8% |
| 3M | -4.5% | -60.7% | +56.2% | -1.4% |
| 6M | +1.8% | -67.4% | +69.2% | +5.3% |
| YTD | +8.4% | -57.1% | +65.4% | +10.3% |
| 1Y | +9.4% | -63.8% | +73.2% | +11.6% |
| All | +74.8% | +270.1% | -195.3% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling