+1,164.9%
VST vs RCAT
-99.8%
+1,264.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -1.1% |
| 7D | +6.6% | -5.9% | +12.5% | +6.6% |
| 30D | -12.4% | -19.7% | +7.3% | -12.3% |
| 3M | -9.0% | -62.9% | +53.9% | -8.6% |
| 6M | -6.4% | -59.6% | +53.1% | -6.1% |
| YTD | -17.2% | -52.1% | +34.9% | -17.0% |
| 1Y | -22.0% | -50.9% | +28.9% | -21.8% |
| 3Y | +296.7% | +333.8% | -37.1% | +298.2% |
| 5Y | +637.6% | +40.7% | +596.8% | +640.0% |
| All | +1,164.9% | -99.8% | +1,264.7% | +1,306.4% |
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 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