+180.9%
RCAT vs VO
+42.6%
+138.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.7% |
| 7D | -1.4% | -0.3% | -1.1% | -1.0% |
| 30D | -3.3% | -0.3% | -3.0% | -2.6% |
| 3M | -43.2% | +2.9% | -46.2% | -44.9% |
| 6M | -43.2% | +9.3% | -52.5% | -48.8% |
| YTD | +5.5% | +14.2% | -8.6% | -9.4% |
| 1Y | -1.6% | +15.3% | -16.9% | -14.8% |
| 3Y | +773.7% | +56.2% | +717.4% | +493.0% |
| All | +180.9% | +42.6% | +138.2% | +117.6% |
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