+2.6%
VMC vs RCAT
-59.1%
+61.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -10.3% | +14.9% | +5.0% |
| 7D | +12.3% | -18.5% | +30.9% | +13.1% |
| 30D | +21.2% | -37.0% | +58.2% | +23.3% |
| 3M | +4.6% | -54.9% | +59.5% | +7.8% |
| 6M | +3.9% | -63.6% | +67.5% | +7.0% |
| YTD | +5.0% | -49.6% | +54.5% | +3.0% |
| 1Y | +2.6% | -57.8% | +60.4% | +1.3% |
| All | +2.6% | -59.1% | +61.8% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling