-68.8%
VFC vs RCAT
-98.4%
+29.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.7% | -1.9% |
| 7D | +0.8% | +5.4% | -4.6% | +0.8% |
| 30D | -11.9% | -5.6% | -6.3% | -11.9% |
| 3M | -20.2% | -30.2% | +10.1% | -20.0% |
| 6M | -23.0% | -43.4% | +20.4% | -22.8% |
| YTD | -26.2% | +9.6% | -35.9% | -26.5% |
| 1Y | -13.3% | -2.0% | -11.4% | -13.6% |
| 3Y | -25.5% | +825.0% | -850.5% | -27.1% |
| 5Y | -78.1% | +199.8% | -277.9% | -78.5% |
| 10Y | -68.8% | -98.4% | +29.6% | -71.3% |
| All | -68.8% | -98.4% | +29.6% | -71.3% |
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 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