+112.0%
VSH vs RCAT
-2.3%
+114.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.0% | +6.4% | +4.9% |
| 7D | +4.1% | -1.4% | +5.5% | +4.3% |
| 30D | -4.2% | -3.3% | -0.8% | -3.7% |
| 3M | -50.0% | -43.2% | -6.8% | -45.3% |
| 6M | +80.2% | -43.2% | +123.4% | +92.9% |
| YTD | +121.1% | +5.5% | +115.5% | +110.7% |
| 1Y | +112.0% | -1.6% | +113.6% | +108.9% |
| All | +112.0% | -2.3% | +114.3% | +108.9% |
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 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