+223.0%
VT vs RCAT
-98.5%
+321.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | 0.0% |
| 7D | +0.4% | -1.4% | +1.9% | +0.5% |
| 30D | +1.0% | -3.3% | +4.3% | +1.0% |
| 3M | +2.4% | -43.2% | +45.6% | +2.7% |
| 6M | +12.0% | -43.2% | +55.2% | +12.2% |
| YTD | +15.3% | +5.5% | +9.8% | +15.1% |
| 1Y | +22.6% | -1.6% | +24.2% | +22.2% |
| 3Y | +74.7% | +773.7% | -699.0% | +71.7% |
| 5Y | +66.1% | +187.6% | -121.5% | +63.5% |
| All | +223.0% | -98.5% | +321.5% | +214.5% |
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