+158.3%
VEA vs RCAT
-99.9%
+258.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | 0.0% |
| 7D | +2.3% | -5.9% | +8.2% | +2.3% |
| 30D | +0.2% | -19.7% | +19.9% | +0.2% |
| 3M | -5.3% | -62.9% | +57.5% | -5.2% |
| 6M | -0.9% | -59.6% | +58.7% | -0.8% |
| YTD | +12.2% | -52.1% | +64.3% | +12.3% |
| 1Y | +16.1% | -50.9% | +67.0% | +16.1% |
| 3Y | +73.0% | +333.8% | -260.8% | +72.5% |
| 5Y | +53.7% | +40.7% | +13.0% | +53.3% |
| 10Y | +159.3% | -99.8% | +259.1% | +160.1% |
| All | +158.3% | -99.9% | +258.2% | +192.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling