-50.0%
VTRS vs RCAT
-98.5%
+48.5%
-82.0%
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 | -2.2% | -4.9% | +2.7% | -2.2% |
| 30D | +3.3% | -22.9% | +26.2% | +3.5% |
| 3M | +2.0% | -33.7% | +35.7% | +2.3% |
| 6M | +19.9% | -50.7% | +70.7% | +20.4% |
| YTD | +35.7% | +0.4% | +35.4% | +35.3% |
| 1Y | +68.1% | -27.6% | +95.7% | +67.8% |
| 3Y | +87.1% | +753.2% | -666.1% | +81.6% |
| 5Y | +47.6% | +183.3% | -135.6% | +43.7% |
| All | -50.0% | -98.5% | +48.5% | -53.6% |
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