+296.1%
ROIV vs RCAT
+461.3%
-165.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.4% | +7.7% | +1.5% |
| 7D | +14.3% | -5.6% | +19.9% | +14.4% |
| 30D | +16.2% | -27.0% | +43.3% | +17.1% |
| 3M | +15.1% | -57.9% | +73.0% | +17.6% |
| 6M | +44.2% | -59.4% | +103.6% | +46.8% |
| YTD | +89.8% | -46.9% | +136.7% | +91.5% |
| 1Y | +94.6% | -54.0% | +148.6% | +96.6% |
| 3Y | +367.5% | +378.4% | -10.9% | +350.8% |
| 5Y | +421.4% | +61.9% | +359.5% | +403.8% |
| All | +296.1% | +461.3% | -165.3% | +272.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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