+63.4%
VSH vs RCAT
-59.1%
+122.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -10.3% | +5.2% | -2.3% |
| 7D | -13.6% | -18.5% | +4.9% | -8.8% |
| 30D | -30.4% | -37.0% | +6.6% | -21.6% |
| 3M | -33.3% | -54.9% | +21.6% | -19.3% |
| 6M | -15.1% | -63.6% | +48.6% | +5.4% |
| YTD | +80.2% | -49.6% | +129.8% | +100.1% |
| 1Y | +63.4% | -57.8% | +121.2% | +89.6% |
| All | +63.4% | -59.1% | +122.5% | +89.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling