+54.8%
RCAT vs VO
+32.6%
+22.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | -0.1% | +18.8% | +18.9% |
| 7D | -12.7% | -2.6% | -10.2% | -8.9% |
| 30D | -34.3% | -0.9% | -33.4% | -32.9% |
| 3M | -53.4% | -3.0% | -50.4% | -50.7% |
| 6M | -62.0% | +2.2% | -64.2% | -62.1% |
| YTD | -49.1% | +10.6% | -59.6% | -53.9% |
| 1Y | -53.1% | +12.5% | -65.6% | -58.1% |
| 3Y | +318.7% | +61.4% | +257.3% | +183.7% |
| All | +54.8% | +32.6% | +22.2% | +38.0% |
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