-46.1%
VFC vs RCAT
-99.6%
+53.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.4% | -8.8% | +2.5% |
| 7D | +7.7% | +1.1% | +6.6% | +7.6% |
| 30D | +39.2% | -22.0% | +61.2% | +39.4% |
| 3M | +40.3% | -51.1% | +91.4% | +41.0% |
| 6M | +11.4% | -56.6% | +68.0% | +11.9% |
| YTD | +17.5% | -43.3% | +60.8% | +17.7% |
| 1Y | +45.9% | -51.5% | +97.4% | +46.2% |
| 3Y | +47.3% | +411.4% | -364.0% | +45.0% |
| 5Y | -67.2% | +74.4% | -141.6% | -67.7% |
| 10Y | -46.1% | -99.6% | +53.5% | -48.7% |
| All | -46.1% | -99.6% | +53.5% | -48.7% |
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