-98.5%
RCAT vs VIG
+241.3%
-339.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -5.8% |
| 7D | -2.3% | -1.2% | -1.1% | -0.7% |
| 30D | -18.7% | -2.8% | -15.9% | -15.5% |
| 3M | -29.3% | +2.5% | -31.7% | -31.4% |
| 6M | -42.3% | +8.1% | -50.4% | -47.3% |
| YTD | +2.5% | +9.6% | -7.0% | -8.1% |
| 1Y | -5.7% | +14.2% | -19.8% | -18.4% |
| 3Y | +764.9% | +56.1% | +708.8% | +435.8% |
| 5Y | +182.3% | +62.8% | +119.4% | +65.6% |
| 10Y | -98.5% | +248.2% | -346.7% | -99.6% |
| All | -98.5% | +241.3% | -339.8% | -99.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling