+47.9%
RCAT vs VO
+36.2%
+11.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -5.9% | +3.1% | -9.0% | -9.8% |
| 30D | -19.7% | +2.2% | -21.9% | -21.5% |
| 3M | -62.9% | -2.5% | -60.4% | -60.9% |
| 6M | -59.6% | +7.0% | -66.5% | -62.3% |
| YTD | -52.1% | +14.0% | -66.1% | -58.4% |
| 1Y | -50.9% | +15.6% | -66.6% | -57.9% |
| 3Y | +333.8% | +66.2% | +267.6% | +182.0% |
| All | +47.9% | +36.2% | +11.7% | +26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling