+3.3%
VCIT vs RCAT
+25.6%
-22.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -14.9% | +15.1% | +0.3% |
| 7D | +0.5% | -32.6% | +33.0% | +0.6% |
| 30D | +2.1% | -46.3% | +48.4% | +2.3% |
| 3M | -1.6% | -60.7% | +59.1% | -1.3% |
| 6M | -1.6% | -67.4% | +65.8% | -1.2% |
| YTD | -1.5% | -57.1% | +55.5% | -1.3% |
| 1Y | -0.4% | -63.8% | +63.4% | -0.2% |
| 3Y | +19.6% | +268.1% | -248.5% | +18.5% |
| 5Y | +3.3% | +25.2% | -21.9% | +2.8% |
| All | +3.3% | +25.6% | -22.4% | +2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling