+189.3%
RCAT vs VYM
+76.7%
+112.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -5.7% |
| 7D | -2.3% | -1.0% | -1.3% | -0.7% |
| 30D | -18.7% | -2.0% | -16.7% | -15.9% |
| 3M | -29.3% | +3.1% | -32.3% | -32.5% |
| 6M | -42.3% | +8.9% | -51.2% | -49.0% |
| YTD | +2.5% | +14.7% | -12.2% | -16.2% |
| 1Y | -5.7% | +19.4% | -25.1% | -25.9% |
| 3Y | +764.9% | +65.4% | +699.5% | +397.0% |
| All | +189.3% | +76.7% | +112.6% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling