+184.1%
VRTX vs RCAT
+183.7%
+0.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -2.1% |
| 7D | +0.8% | -1.4% | +2.2% | +0.8% |
| 30D | +12.6% | -3.3% | +16.0% | +12.7% |
| 3M | +23.6% | -43.2% | +66.8% | +24.2% |
| 6M | +14.3% | -43.2% | +57.5% | +14.6% |
| YTD | +20.5% | +5.5% | +14.9% | +19.9% |
| 1Y | +37.6% | -1.6% | +39.2% | +36.6% |
| 3Y | +55.5% | +773.7% | -718.1% | +43.4% |
| All | +184.1% | +183.7% | +0.4% | +164.2% |
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