+333.8%
RCAT vs VLTO
+70.6%
+263.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.1% | -3.7% |
| 7D | -5.9% | +1.0% | -6.9% | -6.2% |
| 30D | -19.7% | +17.5% | -37.1% | -24.4% |
| 3M | -62.9% | +21.4% | -84.2% | -65.6% |
| 6M | -59.6% | +38.1% | -97.7% | -65.9% |
| YTD | -52.1% | +19.0% | -71.1% | -55.0% |
| 1Y | -50.9% | +20.7% | -71.6% | -54.5% |
| 3Y | +333.8% | +64.3% | +269.5% | +230.7% |
| All | +333.8% | +70.6% | +263.2% | +230.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling