+39.6%
VMC vs RCAT
+339.1%
-299.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +18.6% | -19.6% | -1.6% |
| 7D | +0.5% | -12.7% | +13.3% | +0.9% |
| 30D | +15.8% | -34.3% | +50.1% | +17.2% |
| 3M | +0.6% | -53.4% | +54.0% | +2.9% |
| 6M | -4.0% | -62.0% | +57.9% | -1.7% |
| YTD | -0.3% | -49.1% | +48.7% | +0.3% |
| 1Y | -0.5% | -53.1% | +52.6% | +0.1% |
| 3Y | +39.6% | +318.7% | -279.1% | +34.4% |
| All | +39.6% | +339.1% | -299.6% | +34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling