-5.7%
RCAT vs VCLT
-2.6%
-3.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.1% |
| 7D | -2.3% | 0.0% | -2.3% | -2.3% |
| 30D | -18.7% | +0.1% | -18.8% | -18.9% |
| 3M | -29.3% | -2.9% | -26.4% | -24.0% |
| 6M | -42.3% | -4.0% | -38.4% | -38.4% |
| YTD | +2.5% | -2.2% | +4.8% | +4.3% |
| 1Y | -5.7% | -2.6% | -3.1% | -5.5% |
| All | -5.7% | -2.6% | -3.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling