+409.7%
VUG vs RCAT
-98.4%
+508.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -0.4% |
| 7D | +0.9% | +5.4% | -4.5% | +0.8% |
| 30D | -1.4% | -5.6% | +4.2% | -1.4% |
| 3M | +2.3% | -30.2% | +32.5% | +2.5% |
| 6M | +15.7% | -43.4% | +59.1% | +16.0% |
| YTD | +8.6% | +9.6% | -1.0% | +8.3% |
| 1Y | +14.1% | -2.0% | +16.0% | +13.7% |
| 3Y | +87.9% | +825.0% | -737.1% | +83.9% |
| 5Y | +76.3% | +199.8% | -123.5% | +72.9% |
| 10Y | +409.7% | -98.4% | +508.1% | +390.1% |
| All | +409.7% | -98.4% | +508.1% | +390.1% |
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