+167.9%
VSH vs RCAT
-98.4%
+266.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -1.1% |
| 7D | +6.2% | +5.4% | +0.8% | +6.1% |
| 30D | -11.1% | -5.6% | -5.5% | -11.1% |
| 3M | -44.9% | -30.2% | -14.7% | -44.6% |
| 6M | +90.0% | -43.4% | +133.3% | +91.2% |
| YTD | +118.8% | +9.6% | +109.1% | +118.0% |
| 1Y | +109.0% | -2.0% | +111.0% | +108.2% |
| 3Y | +35.6% | +825.0% | -789.4% | +30.6% |
| 5Y | +66.7% | +199.8% | -133.1% | +61.1% |
| 10Y | +167.9% | -98.4% | +266.3% | +145.0% |
| All | +167.9% | -98.4% | +266.3% | +145.0% |
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