+68.1%
VTRS vs RCAT
-14.2%
+82.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.8% |
| 7D | -2.2% | -4.9% | +2.7% | -2.1% |
| 30D | +3.3% | -22.9% | +26.2% | +3.9% |
| 3M | +2.0% | -33.7% | +35.7% | +2.8% |
| 6M | +19.9% | -50.7% | +70.7% | +21.5% |
| YTD | +35.7% | +0.4% | +35.4% | +34.8% |
| 1Y | +68.1% | -27.6% | +95.7% | +66.3% |
| All | +68.1% | -14.2% | +82.3% | +66.3% |
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