+333.8%
RCAT vs VYM
+74.7%
+259.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.2% |
| 7D | -5.9% | +3.7% | -9.6% | -13.5% |
| 30D | -19.7% | +3.7% | -23.3% | -25.9% |
| 3M | -62.9% | -0.7% | -62.1% | -61.9% |
| 6M | -59.6% | +7.2% | -66.8% | -65.3% |
| YTD | -52.1% | +16.9% | -69.0% | -66.1% |
| 1Y | -50.9% | +19.6% | -70.5% | -66.6% |
| 3Y | +333.8% | +74.6% | +259.2% | +106.4% |
| All | +333.8% | +74.7% | +259.1% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling