+225.9%
VIK vs RCAT
+424.5%
-198.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.5% | +3.1% | -3.0% |
| 7D | -0.8% | -2.3% | +1.5% | -0.7% |
| 30D | -18.0% | -18.7% | +0.7% | -17.2% |
| 3M | -5.8% | -29.3% | +23.5% | -4.4% |
| 6M | +17.2% | -42.3% | +59.5% | +19.2% |
| YTD | +19.1% | +2.5% | +16.6% | +16.0% |
| 1Y | +33.6% | -5.7% | +39.3% | +29.3% |
| All | +225.9% | +424.5% | -198.6% | +223.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling