-54.0%
RCAT vs VLTO
+20.4%
-74.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.1% | -7.2% | -8.7% |
| 7D | +15.6% | +0.8% | +14.8% | +15.9% |
| 30D | -24.1% | +18.7% | -42.8% | -18.3% |
| 3M | -61.9% | +21.7% | -83.6% | -58.6% |
| 6M | -64.3% | +35.8% | -100.2% | -60.1% |
| YTD | -50.4% | +18.3% | -68.6% | -42.8% |
| 1Y | -54.0% | +20.9% | -74.9% | -46.7% |
| All | -54.0% | +20.4% | -74.5% | -46.7% |
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