-99.9%
RCAT vs VIG
+623.5%
-723.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -1.4% | -0.4% | -1.0% | -1.2% |
| 30D | -3.3% | -1.0% | -2.4% | -2.8% |
| 3M | -43.2% | +2.8% | -46.0% | -43.9% |
| 6M | -43.2% | +8.2% | -51.4% | -45.3% |
| YTD | +5.5% | +11.0% | -5.5% | +0.4% |
| 1Y | -1.6% | +16.1% | -17.8% | -7.9% |
| 3Y | +773.7% | +56.2% | +717.5% | +631.7% |
| 5Y | +187.6% | +63.0% | +124.6% | +137.5% |
| 10Y | -98.5% | +241.4% | -339.9% | -98.9% |
| All | -99.9% | +623.5% | -723.5% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling