+900.2%
VLO vs RCAT
-98.4%
+998.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.9% | -0.6% | +3.2% |
| 7D | +5.8% | +5.4% | +0.4% | +5.7% |
| 30D | +28.3% | -5.6% | +33.9% | +28.4% |
| 3M | +48.7% | -30.2% | +79.0% | +49.0% |
| 6M | +71.9% | -43.4% | +115.3% | +72.2% |
| YTD | +138.7% | +9.6% | +129.0% | +138.0% |
| 1Y | +148.5% | -2.0% | +150.4% | +147.6% |
| 3Y | +192.7% | +825.0% | -632.3% | +185.9% |
| 5Y | +601.6% | +199.8% | +401.8% | +587.0% |
| 10Y | +900.2% | -98.4% | +998.6% | +898.3% |
| All | +900.2% | -98.4% | +998.6% | +898.3% |
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 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