-99.6%
RCAT vs VT
+223.7%
-323.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +7.6% |
| 7D | +1.1% | +0.4% | +0.8% | +1.3% |
| 30D | -22.0% | -2.6% | -19.4% | -18.1% |
| 3M | -51.1% | -3.2% | -47.9% | -48.1% |
| 6M | -56.6% | +0.9% | -57.5% | -55.6% |
| YTD | -43.3% | +11.3% | -54.6% | -48.6% |
| 1Y | -51.5% | +14.0% | -65.5% | -57.1% |
| 3Y | +411.4% | +75.8% | +335.5% | +183.6% |
| 5Y | +74.4% | +57.8% | +16.6% | +10.6% |
| 10Y | -99.6% | +219.8% | -319.4% | -98.9% |
| All | -99.6% | +223.7% | -323.3% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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