+199.8%
RCAT vs VCLT
-15.1%
+214.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +5.4% | +0.3% | +5.1% | +5.2% |
| 30D | -5.6% | -0.6% | -5.0% | -5.3% |
| 3M | -30.2% | -2.2% | -28.0% | -29.3% |
| 6M | -43.4% | -2.9% | -40.5% | -42.4% |
| YTD | +9.6% | -2.1% | +11.7% | +11.1% |
| 1Y | -2.0% | -2.6% | +0.6% | -0.3% |
| 3Y | +825.0% | +12.5% | +812.5% | +810.9% |
| 5Y | +199.8% | -15.3% | +215.1% | +205.9% |
| All | +199.8% | -15.1% | +214.9% | +205.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling