+42.7%
VXUS vs RCAT
+46.9%
-4.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +18.6% | -18.5% | -0.5% |
| 7D | -1.8% | -12.7% | +11.0% | -1.4% |
| 30D | -4.6% | -34.3% | +29.7% | -3.3% |
| 3M | -6.1% | -53.4% | +47.3% | -3.8% |
| 6M | -4.9% | -62.0% | +57.1% | -2.4% |
| YTD | +8.1% | -49.1% | +57.1% | +9.2% |
| 1Y | +12.1% | -53.1% | +65.2% | +13.3% |
| 3Y | +63.9% | +318.7% | -254.8% | +50.0% |
| All | +42.7% | +46.9% | -4.2% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling