+74.4%
RCAT vs VEU
+49.1%
+25.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.8% | +8.6% | +7.3% |
| 7D | +1.1% | +0.8% | +0.4% | +0.6% |
| 30D | -22.0% | -1.6% | -20.4% | -19.4% |
| 3M | -51.1% | -4.2% | -47.0% | -47.5% |
| 6M | -56.6% | -1.5% | -55.1% | -54.4% |
| YTD | -43.3% | +11.7% | -55.0% | -49.3% |
| 1Y | -51.5% | +15.6% | -67.1% | -58.3% |
| 3Y | +411.4% | +71.7% | +339.6% | +203.1% |
| 5Y | +74.4% | +49.5% | +24.9% | +40.2% |
| All | +74.4% | +49.1% | +25.3% | +40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling