+1,894.9%
VTR vs RCAT
-100.0%
+1,994.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.8% |
| 7D | +0.2% | -5.9% | +6.1% | +0.2% |
| 30D | +5.5% | -19.7% | +25.1% | +5.5% |
| 3M | -0.9% | -62.9% | +61.9% | -0.9% |
| 6M | -0.4% | -59.6% | +59.2% | -0.4% |
| YTD | +17.0% | -52.1% | +69.1% | +17.0% |
| 1Y | +18.0% | -50.9% | +68.9% | +17.9% |
| 3Y | +127.4% | +333.8% | -206.4% | +127.1% |
| 5Y | +92.3% | +40.7% | +51.5% | +92.1% |
| 10Y | +129.6% | -99.8% | +229.3% | +135.4% |
| All | +1,894.9% | -100.0% | +1,994.9% | +2,301.9% |
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