+297.8%
VTI vs RCAT
-98.5%
+396.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | -0.9% | -4.9% | +4.0% | -0.9% |
| 30D | -1.4% | -22.9% | +21.4% | -1.3% |
| 3M | +3.6% | -33.7% | +37.3% | +3.8% |
| 6M | +13.6% | -50.7% | +64.3% | +13.9% |
| YTD | +12.9% | +0.4% | +12.5% | +12.7% |
| 1Y | +17.2% | -27.6% | +44.9% | +17.1% |
| 3Y | +75.7% | +753.2% | -677.5% | +72.3% |
| 5Y | +75.4% | +183.3% | -107.8% | +72.4% |
| All | +297.8% | -98.5% | +396.3% | +285.0% |
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