-98.5%
RCAT vs VEU
+152.3%
-250.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +1.0% |
| 7D | -5.4% | -1.9% | -3.5% | -3.0% |
| 30D | -24.2% | -0.7% | -23.5% | -23.4% |
| 3M | -25.8% | +4.9% | -30.7% | -29.3% |
| 6M | -44.9% | +9.8% | -54.8% | -49.8% |
| YTD | +1.9% | +15.3% | -13.4% | -12.8% |
| 1Y | -5.2% | +23.0% | -28.2% | -23.9% |
| 3Y | +759.6% | +73.5% | +686.1% | +373.3% |
| 5Y | +187.5% | +54.5% | +133.1% | +82.5% |
| All | -98.5% | +152.3% | -250.8% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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