+199.8%
RCAT vs VEU
+56.3%
+143.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.4% |
| 7D | +5.4% | +1.7% | +3.7% | +3.0% |
| 30D | -5.6% | +1.0% | -6.6% | -6.9% |
| 3M | -30.2% | +5.6% | -35.8% | -34.5% |
| 6M | -43.4% | +13.7% | -57.1% | -51.2% |
| YTD | +9.6% | +17.7% | -8.1% | -10.0% |
| 1Y | -2.0% | +25.8% | -27.7% | -24.7% |
| 3Y | +825.0% | +77.1% | +747.9% | +413.8% |
| 5Y | +199.8% | +57.1% | +142.7% | +118.0% |
| All | +199.8% | +56.3% | +143.6% | +118.0% |
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