+1,917.9%
VRT vs RCAT
-6.3%
+1,924.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +11.4% | -1.8% | +9.3% |
| 7D | -10.6% | +1.1% | -11.7% | -10.6% |
| 30D | -17.4% | -22.0% | +4.6% | -16.9% |
| 3M | -26.4% | -51.1% | +24.8% | -25.0% |
| 6M | -41.0% | -56.6% | +15.6% | -39.9% |
| YTD | +23.8% | -43.3% | +67.1% | +24.9% |
| 1Y | +11.6% | -51.5% | +63.1% | +12.9% |
| 3Y | +403.5% | +411.4% | -7.9% | +381.2% |
| 5Y | +647.0% | +74.4% | +572.6% | +619.7% |
| All | +1,917.9% | -6.3% | +1,924.1% | +1,732.9% |
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