-49.4%
VG vs RCAT
-49.9%
+0.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.4% | +8.1% | +2.7% |
| 7D | -7.7% | -5.6% | -2.1% | -7.3% |
| 30D | -8.8% | -27.0% | +18.2% | -5.0% |
| 3M | -15.6% | -57.9% | +42.3% | -5.1% |
| 6M | +5.2% | -59.4% | +64.6% | +15.0% |
| YTD | +76.9% | -46.9% | +123.8% | +77.3% |
| 1Y | +42.5% | -54.0% | +96.5% | +45.5% |
| All | -49.4% | -49.9% | +0.6% | -58.7% |
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 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