+74.5%
SCHD vs RCAT
+331.8%
-257.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +4.0% | +0.6% |
| 7D | +2.7% | -5.9% | +8.6% | +2.8% |
| 30D | +7.1% | -19.7% | +26.8% | +7.4% |
| 3M | +5.7% | -62.9% | +68.6% | +7.4% |
| 6M | +15.6% | -59.6% | +75.2% | +16.9% |
| YTD | +34.9% | -52.1% | +87.0% | +35.2% |
| 1Y | +37.4% | -50.9% | +88.3% | +37.4% |
| 3Y | +74.5% | +333.8% | -259.3% | +71.6% |
| All | +74.5% | +331.8% | -257.3% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling