+1,112.5%
SCHG vs RCAT
-99.6%
+1,212.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.4% |
| 7D | -2.7% | -5.4% | +2.7% | -2.7% |
| 30D | -2.2% | -24.2% | +22.0% | -2.2% |
| 3M | +6.2% | -25.8% | +32.0% | +6.2% |
| 6M | +13.4% | -44.9% | +58.3% | +13.5% |
| YTD | +7.1% | +1.9% | +5.2% | +7.0% |
| 1Y | +12.5% | -5.2% | +17.7% | +12.4% |
| 3Y | +86.2% | +759.6% | -673.4% | +85.0% |
| 5Y | +83.9% | +187.5% | -103.6% | +82.9% |
| 10Y | +451.3% | -98.5% | +549.8% | +448.3% |
| All | +1,112.5% | -99.6% | +1,212.0% | +1,186.4% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling