+152.5%
VMC vs RCAT
-98.5%
+251.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.5% | +3.2% | -3.2% |
| 7D | -5.3% | -2.3% | -3.0% | -5.3% |
| 30D | -12.3% | -18.7% | +6.4% | -12.1% |
| 3M | -10.3% | -29.3% | +19.0% | -10.1% |
| 6M | -8.6% | -42.3% | +33.8% | -8.4% |
| YTD | -11.9% | +2.5% | -14.4% | -12.1% |
| 1Y | -13.9% | -5.7% | -8.2% | -14.2% |
| 3Y | +18.2% | +764.9% | -746.7% | +15.7% |
| 5Y | +47.7% | +182.3% | -134.5% | +44.9% |
| 10Y | +152.5% | -98.5% | +251.0% | +156.8% |
| All | +152.5% | -98.5% | +251.0% | +156.8% |
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