+378.7%
RCAT vs VLTO
+56.1%
+322.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.8% | +10.6% | +11.2% |
| 7D | +1.1% | +2.0% | -0.9% | +0.6% |
| 30D | -22.0% | +21.8% | -43.8% | -26.7% |
| 3M | -51.1% | +20.2% | -71.4% | -53.9% |
| 6M | -56.6% | +36.3% | -92.9% | -61.8% |
| YTD | -43.3% | +18.8% | -62.1% | -46.0% |
| 1Y | -51.5% | +20.4% | -71.9% | -54.3% |
| 3Y | +411.4% | +71.9% | +339.5% | +386.7% |
| All | +378.7% | +56.1% | +322.6% | +339.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling