+1,006.8%
VTI vs RCAT
-100.0%
+1,106.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.3% | +7.8% | -0.4% |
| 7D | +3.4% | +15.6% | -12.2% | +3.3% |
| 30D | -2.3% | -24.1% | +21.8% | -2.2% |
| 3M | -2.2% | -61.9% | +59.7% | -2.0% |
| 6M | +3.3% | -64.3% | +67.6% | +3.4% |
| YTD | +12.1% | -50.4% | +62.5% | +12.1% |
| 1Y | +12.2% | -54.0% | +66.2% | +12.3% |
| 3Y | +78.0% | +347.2% | -269.1% | +77.4% |
| 5Y | +65.2% | +45.7% | +19.5% | +64.7% |
| 10Y | +292.2% | -99.7% | +391.9% | +289.2% |
| All | +1,006.8% | -100.0% | +1,106.8% | +991.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling