+78.7%
VNQ vs RCAT
-99.8%
+178.5%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.5% | 0.0% |
| 7D | +0.8% | -5.9% | +6.7% | +0.8% |
| 30D | +6.8% | -19.7% | +26.4% | +6.9% |
| 3M | -1.3% | -62.9% | +61.6% | -0.9% |
| 6M | +2.4% | -59.6% | +61.9% | +2.7% |
| YTD | +12.1% | -52.1% | +64.2% | +12.2% |
| 1Y | +12.0% | -50.9% | +62.9% | +12.1% |
| 3Y | +44.8% | +333.8% | -289.0% | +42.7% |
| 5Y | +6.9% | +40.7% | -33.9% | +5.5% |
| All | +78.7% | -99.8% | +178.5% | +78.0% |
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