+1,162.4%
VST vs RCAT
-99.6%
+1,262.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.4% | +4.4% | -2.0% |
| 7D | -6.0% | -5.6% | -0.4% | -6.0% |
| 30D | -18.8% | -27.0% | +8.3% | -18.6% |
| 3M | -8.0% | -57.9% | +49.9% | -7.7% |
| 6M | -10.9% | -59.4% | +48.5% | -10.6% |
| YTD | -18.3% | -46.9% | +28.6% | -18.2% |
| 1Y | -29.9% | -54.0% | +24.1% | -29.8% |
| 3Y | +290.3% | +378.4% | -88.1% | +291.5% |
| 5Y | +635.3% | +61.9% | +573.4% | +637.1% |
| 10Y | +1,162.4% | -99.6% | +1,262.0% | +1,282.9% |
| All | +1,162.4% | -99.6% | +1,262.0% | +1,282.9% |
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 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