+23.5%
VTV vs RCAT
-7.4%
+30.9%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -2.1% | -5.4% | +3.3% | -1.9% |
| 30D | -1.3% | -24.2% | +22.9% | -0.6% |
| 3M | +5.6% | -25.8% | +31.5% | +6.2% |
| 6M | +12.4% | -44.9% | +57.3% | +13.4% |
| YTD | +17.6% | +1.9% | +15.8% | +15.5% |
| 1Y | +23.5% | -5.2% | +28.7% | +21.4% |
| All | +23.5% | -7.4% | +30.9% | +21.4% |
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