+18.7%
VGT vs RCAT
-54.8%
+73.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.3% |
| 7D | +2.5% | -5.9% | +8.4% | +3.1% |
| 30D | -9.5% | -19.7% | +10.2% | -7.6% |
| 3M | -9.5% | -62.9% | +53.4% | -0.2% |
| 6M | -1.8% | -59.6% | +57.8% | +6.7% |
| YTD | +18.4% | -52.1% | +70.5% | +24.4% |
| 1Y | +18.7% | -50.9% | +69.6% | +23.2% |
| All | +18.7% | -54.8% | +73.5% | +23.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling