+361.8%
VRT vs RCAT
+339.1%
+22.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +18.6% | -15.2% | +1.1% |
| 7D | -21.4% | -12.7% | -8.6% | -20.0% |
| 30D | -25.8% | -34.3% | +8.5% | -22.0% |
| 3M | -33.5% | -53.4% | +19.9% | -27.5% |
| 6M | -49.0% | -62.0% | +12.9% | -43.8% |
| YTD | +12.9% | -49.1% | +62.0% | +18.5% |
| 1Y | 0.0% | -53.1% | +53.2% | +5.3% |
| 3Y | +361.8% | +318.7% | +43.2% | +383.1% |
| All | +361.8% | +339.1% | +22.7% | +383.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling