+67.8%
VTV vs RCAT
+738.1%
-670.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | -0.2% |
| 7D | -0.7% | -2.3% | +1.6% | -0.6% |
| 30D | -0.5% | -18.7% | +18.2% | 0.0% |
| 3M | +5.3% | -29.3% | +34.6% | +5.9% |
| 6M | +12.9% | -42.3% | +55.2% | +13.6% |
| YTD | +18.5% | +2.5% | +15.9% | +17.2% |
| 1Y | +25.3% | -5.7% | +31.0% | +23.6% |
| All | +67.8% | +738.1% | -670.3% | +61.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling