+60.9%
VEA vs RCAT
+184.3%
-123.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -0.6% |
| 7D | +0.3% | -2.3% | +2.6% | +0.4% |
| 30D | +0.4% | -18.7% | +19.1% | +1.1% |
| 3M | +4.8% | -29.3% | +34.1% | +5.7% |
| 6M | +11.3% | -42.3% | +53.6% | +12.3% |
| YTD | +17.4% | +2.5% | +14.9% | +16.1% |
| 1Y | +26.2% | -5.7% | +31.9% | +24.4% |
| 3Y | +77.7% | +764.9% | -687.2% | +59.7% |
| 5Y | +60.9% | +182.3% | -121.4% | +45.8% |
| All | +60.9% | +184.3% | -123.3% | +45.8% |
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