-51.4%
VG vs RCAT
-59.5%
+8.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -14.9% | +10.9% | -1.7% |
| 7D | -22.0% | -32.6% | +10.6% | -17.2% |
| 30D | -14.7% | -46.3% | +31.6% | -6.6% |
| 3M | -7.1% | -60.7% | +53.6% | +6.0% |
| 6M | -11.2% | -67.4% | +56.2% | +0.8% |
| YTD | +69.8% | -57.1% | +126.9% | +76.6% |
| 1Y | +49.9% | -63.8% | +113.6% | +59.3% |
| All | -51.4% | -59.5% | +8.1% | -58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling