+11.9%
VT vs RCAT
-54.8%
+66.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.3% | +7.7% | -0.1% |
| 7D | +2.9% | +15.6% | -12.7% | +1.9% |
| 30D | -2.5% | -24.1% | +21.6% | -1.3% |
| 3M | -3.3% | -61.9% | +58.5% | +1.5% |
| 6M | +1.5% | -64.3% | +65.9% | +6.2% |
| YTD | +11.4% | -50.4% | +61.7% | +12.7% |
| 1Y | +11.9% | -54.0% | +65.9% | +13.2% |
| All | +11.9% | -54.8% | +66.7% | +13.2% |
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