+329.8%
RCAT vs VLTO
+54.8%
+274.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | +0.5% | +18.2% | +18.5% |
| 7D | -12.7% | +5.4% | -18.1% | -14.0% |
| 30D | -34.3% | +22.3% | -56.6% | -38.4% |
| 3M | -53.4% | +19.6% | -73.0% | -56.0% |
| 6M | -62.0% | +35.2% | -97.1% | -66.5% |
| YTD | -49.1% | +17.9% | -66.9% | -51.4% |
| 1Y | -53.1% | +19.5% | -72.7% | -55.8% |
| 3Y | +318.7% | +73.9% | +244.7% | +302.1% |
| All | +329.8% | +54.8% | +274.9% | +295.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling