+2,267.4%
VGT vs RCAT
-99.9%
+2,367.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.3% |
| 7D | +1.0% | -1.4% | +2.4% | +1.0% |
| 30D | +1.3% | -3.3% | +4.6% | +1.3% |
| 3M | -1.1% | -43.2% | +42.1% | -1.0% |
| 6M | +32.6% | -43.2% | +75.8% | +32.7% |
| YTD | +29.0% | +5.5% | +23.4% | +28.9% |
| 1Y | +39.7% | -1.6% | +41.3% | +39.6% |
| 3Y | +120.9% | +773.7% | -652.8% | +119.6% |
| 5Y | +133.6% | +187.6% | -54.1% | +132.3% |
| 10Y | +792.6% | -98.5% | +891.0% | +786.0% |
| All | +2,267.4% | -99.9% | +2,367.3% | +2,288.2% |
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 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