-57.8%
RCAT vs VIG
+19.5%
-77.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +2.1% | -12.4% | -16.0% |
| 7D | -18.5% | +2.7% | -21.3% | -25.0% |
| 30D | -37.0% | +7.0% | -44.0% | -49.0% |
| 3M | -54.9% | +4.0% | -58.9% | -60.0% |
| 6M | -63.6% | +12.3% | -75.9% | -74.4% |
| YTD | -49.6% | +16.4% | -65.9% | -70.8% |
| 1Y | -57.8% | +19.2% | -77.0% | -78.1% |
| All | -57.8% | +19.5% | -77.3% | -78.1% |
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