+32.1%
VSH vs RCAT
+331.8%
-299.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.8% | -3.8% |
| 7D | +14.3% | -5.9% | +20.3% | +15.4% |
| 30D | -7.9% | -19.7% | +11.8% | -5.1% |
| 3M | -19.9% | -62.9% | +43.0% | -10.0% |
| 6M | -30.5% | -59.6% | +29.1% | -22.9% |
| YTD | +85.7% | -52.1% | +137.7% | +100.0% |
| 1Y | +98.9% | -50.9% | +149.8% | +113.0% |
| 3Y | +32.1% | +333.8% | -301.7% | +29.0% |
| All | +32.1% | +331.8% | -299.7% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling