+10.1%
VT vs RCAT
-64.6%
+74.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -14.9% | +10.8% | -3.2% |
| 7D | -4.2% | -32.6% | +28.4% | -2.1% |
| 30D | -5.8% | -46.3% | +40.5% | -2.6% |
| 3M | -5.2% | -60.7% | +55.4% | -0.6% |
| 6M | +0.1% | -67.4% | +67.5% | +5.4% |
| YTD | +8.2% | -57.1% | +65.3% | +10.7% |
| 1Y | +10.1% | -63.8% | +73.9% | +13.4% |
| All | +10.1% | -64.6% | +74.7% | +13.4% |
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