+60.6%
VNQ vs RCAT
-98.5%
+159.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.9% |
| 7D | -2.6% | -5.4% | +2.8% | -2.6% |
| 30D | -2.3% | -24.2% | +21.9% | -2.2% |
| 3M | -2.8% | -25.8% | +23.0% | -2.7% |
| 6M | +2.5% | -44.9% | +47.4% | +2.7% |
| YTD | +8.4% | +1.9% | +6.6% | +8.2% |
| 1Y | +6.8% | -5.2% | +11.9% | +6.5% |
| 3Y | +29.9% | +759.6% | -729.6% | +27.6% |
| 5Y | +7.2% | +187.5% | -180.3% | +5.5% |
| All | +60.6% | -98.5% | +159.1% | +60.3% |
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 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