+73.3%
VZ vs RCAT
-99.8%
+173.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.3% | +8.2% | -0.1% |
| 7D | +0.9% | +15.6% | -14.6% | +0.9% |
| 30D | +6.9% | -24.1% | +31.0% | +6.9% |
| 3M | +0.6% | -61.9% | +62.5% | +0.7% |
| 6M | +0.3% | -64.3% | +64.6% | +0.3% |
| YTD | +21.9% | -50.4% | +72.3% | +21.9% |
| 1Y | +21.7% | -54.0% | +75.7% | +21.7% |
| 3Y | +58.5% | +347.2% | -288.7% | +57.7% |
| 5Y | +22.4% | +45.7% | -23.3% | +21.9% |
| All | +73.3% | -99.8% | +173.1% | +75.3% |
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