+2,826.7%
VRT vs RCAT
+81.1%
+2,745.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.9% | -0.2% | +3.6% |
| 7D | +13.6% | +5.4% | +8.2% | +13.5% |
| 30D | +6.8% | -5.6% | +12.4% | +6.9% |
| 3M | -3.2% | -30.2% | +27.0% | -2.4% |
| 6M | +20.3% | -43.4% | +63.7% | +21.5% |
| YTD | +79.6% | +9.6% | +69.9% | +78.1% |
| 1Y | +139.0% | -2.0% | +141.0% | +136.9% |
| 3Y | +644.6% | +825.0% | -180.4% | +600.1% |
| 5Y | +1,024.4% | +199.8% | +824.5% | +964.9% |
| All | +2,826.7% | +81.1% | +2,745.5% | +2,513.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling