+82.3%
VOO vs RCAT
+192.8%
-110.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.4% | -0.7% |
| 7D | +0.5% | +5.4% | -4.9% | +0.3% |
| 30D | -0.9% | -5.6% | +4.7% | -0.8% |
| 3M | +3.9% | -30.2% | +34.1% | +4.9% |
| 6M | +14.5% | -43.4% | +57.9% | +15.8% |
| YTD | +13.0% | +9.6% | +3.3% | +11.0% |
| 1Y | +19.4% | -2.0% | +21.4% | +17.1% |
| 3Y | +78.9% | +825.0% | -746.1% | +59.5% |
| 5Y | +82.3% | +199.8% | -117.6% | +64.3% |
| All | +82.3% | +192.8% | -110.5% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling