+2,072.9%
VGT vs RCAT
-100.0%
+2,172.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.7% |
| 7D | +2.5% | -5.9% | +8.4% | +2.5% |
| 30D | -9.5% | -19.7% | +10.2% | -9.5% |
| 3M | -9.5% | -62.9% | +53.4% | -9.3% |
| 6M | -1.8% | -59.6% | +57.8% | -1.6% |
| YTD | +18.4% | -52.1% | +70.5% | +18.5% |
| 1Y | +18.7% | -50.9% | +69.6% | +18.9% |
| 3Y | +103.8% | +333.8% | -230.0% | +103.0% |
| 5Y | +104.4% | +40.7% | +63.6% | +103.7% |
| 10Y | +716.9% | -99.8% | +816.6% | +712.0% |
| All | +2,072.9% | -100.0% | +2,172.9% | +2,096.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling