+199.8%
RCAT vs VICR
+53.8%
+146.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.5% | +1.4% | +3.3% |
| 7D | +5.4% | +9.8% | -4.5% | +3.0% |
| 30D | -5.6% | -12.6% | +7.0% | -3.1% |
| 3M | -30.2% | -29.7% | -0.5% | -25.4% |
| 6M | -43.4% | +18.8% | -62.2% | -46.6% |
| YTD | +9.6% | +76.4% | -66.7% | -4.1% |
| 1Y | -2.0% | +282.4% | -284.3% | -26.0% |
| 3Y | +825.0% | +206.2% | +618.8% | +601.4% |
| 5Y | +199.8% | +53.9% | +145.9% | +151.8% |
| All | +199.8% | +53.8% | +146.0% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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