-1.6%
RCAT vs VIG
+16.9%
-18.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -0.2% |
| 7D | -1.4% | -0.4% | -1.0% | +0.3% |
| 30D | -3.3% | -1.0% | -2.4% | +0.1% |
| 3M | -43.2% | +2.8% | -46.0% | -48.8% |
| 6M | -43.2% | +8.2% | -51.4% | -58.2% |
| YTD | +5.5% | +11.0% | -5.5% | -34.6% |
| 1Y | -1.6% | +16.1% | -17.8% | -57.5% |
| All | -1.6% | +16.9% | -18.5% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling