+28.9%
VCIT vs RCAT
-99.8%
+128.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +18.6% | -18.8% | -0.2% |
| 7D | +0.1% | -12.7% | +12.8% | +0.1% |
| 30D | +1.9% | -34.3% | +36.2% | +2.0% |
| 3M | -1.4% | -53.4% | +52.0% | -1.4% |
| 6M | -2.1% | -62.0% | +59.8% | -2.0% |
| YTD | -1.6% | -49.1% | +47.4% | -1.6% |
| 1Y | -0.9% | -53.1% | +52.2% | -0.9% |
| 3Y | +20.0% | +318.7% | -298.7% | +19.5% |
| 5Y | +3.1% | +48.5% | -45.4% | +2.8% |
| All | +28.9% | -99.8% | +128.7% | +26.8% |
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