+444.2%
V vs RCAT
-99.6%
+543.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.4% | -11.5% | -0.2% |
| 7D | -0.8% | +1.1% | -1.9% | -0.8% |
| 30D | +9.5% | -22.0% | +31.5% | +9.7% |
| 3M | +16.7% | -51.1% | +67.8% | +17.2% |
| 6M | +32.9% | -56.6% | +89.6% | +33.5% |
| YTD | +21.1% | -43.3% | +64.3% | +21.1% |
| 1Y | +26.6% | -51.5% | +78.1% | +26.8% |
| 3Y | +78.4% | +411.4% | -333.0% | +73.8% |
| 5Y | +105.5% | +74.4% | +31.1% | +100.9% |
| 10Y | +444.2% | -99.6% | +543.8% | +404.3% |
| All | +444.2% | -99.6% | +543.8% | +404.3% |
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