+318.7%
RCAT vs VT
+69.7%
+248.9%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.6% | +0.2% | +18.4% | +18.1% |
| 7D | -12.7% | -2.3% | -10.4% | -7.2% |
| 30D | -34.3% | -5.0% | -29.4% | -24.8% |
| 3M | -53.4% | -4.9% | -48.5% | -46.6% |
| 6M | -62.0% | -1.5% | -60.4% | -58.6% |
| YTD | -49.1% | +8.5% | -57.5% | -55.2% |
| 1Y | -53.1% | +11.4% | -64.5% | -60.6% |
| 3Y | +318.7% | +70.1% | +248.6% | +158.6% |
| All | +318.7% | +69.7% | +248.9% | +158.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling