+318.7%
RCAT vs VO
+60.2%
+258.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | -0.1% | +18.8% | +19.0% |
| 7D | -12.7% | -2.6% | -10.2% | -6.5% |
| 30D | -34.3% | -0.9% | -33.4% | -32.1% |
| 3M | -53.4% | -3.0% | -50.4% | -49.1% |
| 6M | -62.0% | +2.2% | -64.2% | -62.5% |
| YTD | -49.1% | +10.6% | -59.6% | -57.4% |
| 1Y | -53.1% | +12.5% | -65.6% | -61.7% |
| 3Y | +318.7% | +61.4% | +257.3% | +161.5% |
| All | +318.7% | +60.2% | +258.5% | +161.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling