-48.6%
VFC vs RCAT
-99.8%
+51.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.7% | +3.3% |
| 7D | +1.6% | -5.9% | +7.6% | +1.7% |
| 30D | +25.5% | -19.7% | +45.1% | +25.7% |
| 3M | +41.3% | -62.9% | +104.1% | +42.4% |
| 6M | +22.2% | -59.6% | +81.8% | +22.9% |
| YTD | +16.4% | -52.1% | +68.5% | +16.8% |
| 1Y | +38.4% | -50.9% | +89.3% | +38.8% |
| 3Y | +56.2% | +333.8% | -277.6% | +54.0% |
| 5Y | -68.2% | +40.7% | -108.9% | -68.6% |
| All | -48.6% | -99.8% | +51.2% | -50.2% |
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