-99.6%
RCAT vs VO
+206.8%
-306.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.7% | +8.7% | +7.9% |
| 7D | +1.1% | -0.1% | +1.3% | +2.0% |
| 30D | -22.0% | +0.5% | -22.5% | -21.8% |
| 3M | -51.1% | -1.0% | -50.1% | -49.9% |
| 6M | -56.6% | +6.4% | -63.0% | -58.8% |
| YTD | -43.3% | +13.6% | -56.8% | -49.4% |
| 1Y | -51.5% | +14.5% | -66.0% | -56.8% |
| 3Y | +411.4% | +67.2% | +344.1% | +225.4% |
| 5Y | +74.4% | +36.1% | +38.3% | +36.7% |
| 10Y | -99.6% | +199.3% | -298.9% | -99.8% |
| All | -99.6% | +206.8% | -306.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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