+85.8%
VSH vs RCAT
-56.5%
+142.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.4% | +7.9% | +3.3% |
| 7D | -1.6% | -5.6% | +4.0% | -0.2% |
| 30D | -21.3% | -27.0% | +5.7% | -14.7% |
| 3M | -18.9% | -57.9% | +39.0% | -0.4% |
| 6M | -21.4% | -59.4% | +38.0% | -4.8% |
| YTD | +86.8% | -46.9% | +133.8% | +105.2% |
| 1Y | +85.8% | -54.0% | +139.8% | +110.4% |
| All | +85.8% | -56.5% | +142.2% | +110.4% |
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