+743.6%
VLO vs RCAT
-99.6%
+843.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.4% | -8.4% | +2.9% |
| 7D | -6.5% | +1.1% | -7.6% | -6.5% |
| 30D | -17.8% | -22.0% | +4.3% | -17.7% |
| 3M | +19.6% | -51.1% | +70.7% | +20.1% |
| 6M | +49.3% | -56.6% | +105.9% | +49.8% |
| YTD | +122.4% | -43.3% | +165.6% | +122.6% |
| 1Y | +107.4% | -51.5% | +159.0% | +107.8% |
| 3Y | +223.1% | +411.4% | -188.3% | +216.6% |
| 5Y | +432.2% | +74.4% | +357.8% | +423.0% |
| 10Y | +743.6% | -99.6% | +843.2% | +717.7% |
| All | +743.6% | -99.6% | +843.2% | +717.7% |
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