-98.5%
RCAT vs VYM
+209.2%
-307.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -2.4% |
| 7D | -4.9% | -0.8% | -4.1% | -3.9% |
| 30D | -22.9% | -2.2% | -20.6% | -20.5% |
| 3M | -33.7% | +3.1% | -36.8% | -36.3% |
| 6M | -50.7% | +9.7% | -60.5% | -55.8% |
| YTD | +0.4% | +14.9% | -14.5% | -15.0% |
| 1Y | -27.6% | +17.6% | -45.2% | -39.6% |
| 3Y | +753.2% | +65.3% | +687.9% | +399.1% |
| 5Y | +183.3% | +78.7% | +104.6% | +51.3% |
| All | -98.5% | +209.2% | -307.7% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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