+22.1%
VMC vs RCAT
+796.4%
-774.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -1.8% |
| 7D | -0.5% | +5.4% | -5.9% | -0.7% |
| 30D | -9.1% | -5.6% | -3.5% | -9.0% |
| 3M | -4.1% | -30.2% | +26.1% | -3.3% |
| 6M | -5.5% | -43.4% | +37.9% | -4.6% |
| YTD | -8.9% | +9.6% | -18.6% | -10.5% |
| 1Y | -12.9% | -2.0% | -11.0% | -14.7% |
| 3Y | +22.1% | +825.0% | -802.9% | +14.3% |
| All | +22.1% | +796.4% | -774.3% | +14.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling