+228.8%
VTV vs RCAT
-99.8%
+328.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.2% |
| 7D | +2.9% | -5.9% | +8.9% | +2.9% |
| 30D | +3.8% | -19.7% | +23.4% | +3.9% |
| 3M | +1.6% | -62.9% | +64.4% | +2.0% |
| 6M | +11.2% | -59.6% | +70.8% | +11.6% |
| YTD | +22.0% | -52.1% | +74.1% | +22.2% |
| 1Y | +24.9% | -50.9% | +75.8% | +25.0% |
| 3Y | +78.5% | +333.8% | -255.3% | +76.3% |
| 5Y | +77.8% | +40.7% | +37.0% | +75.9% |
| All | +228.8% | -99.8% | +328.6% | +222.1% |
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