+46.1%
VXUS vs RCAT
+41.8%
+4.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.1% |
| 7D | +2.1% | -5.9% | +8.1% | +2.3% |
| 30D | -1.1% | -19.7% | +18.5% | -0.5% |
| 3M | -5.6% | -62.9% | +57.2% | -2.6% |
| 6M | -2.3% | -59.6% | +57.3% | +0.2% |
| YTD | +10.4% | -52.1% | +62.4% | +11.7% |
| 1Y | +13.1% | -50.9% | +64.0% | +14.2% |
| 3Y | +68.0% | +333.8% | -265.8% | +53.5% |
| All | +46.1% | +41.8% | +4.3% | +36.4% |
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 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