+104.6%
VGT vs RCAT
+41.8%
+62.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.5% |
| 7D | +2.5% | -5.9% | +8.4% | +2.8% |
| 30D | -9.5% | -19.7% | +10.2% | -8.4% |
| 3M | -9.5% | -62.9% | +53.4% | -4.1% |
| 6M | -1.8% | -59.6% | +57.8% | +2.9% |
| YTD | +18.4% | -52.1% | +70.5% | +21.5% |
| 1Y | +18.7% | -50.9% | +69.6% | +21.3% |
| 3Y | +103.8% | +333.8% | -230.0% | +82.4% |
| All | +104.6% | +41.8% | +62.8% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling