-57.8%
RCAT vs VLTO
+18.3%
-76.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.6% | -10.9% | -10.1% |
| 7D | -18.5% | +13.8% | -32.4% | -13.9% |
| 30D | -37.0% | +21.2% | -58.1% | -32.0% |
| 3M | -54.9% | +21.5% | -76.3% | -51.2% |
| 6M | -63.6% | +33.0% | -96.6% | -59.5% |
| YTD | -49.6% | +17.8% | -67.3% | -42.0% |
| 1Y | -57.8% | +18.1% | -75.9% | -51.4% |
| All | -57.8% | +18.3% | -76.1% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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