+65.5%
VZ vs RCAT
-99.8%
+165.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +18.6% | -19.6% | -0.9% |
| 7D | +2.1% | -12.7% | +14.9% | +2.1% |
| 30D | +1.4% | -34.3% | +35.7% | +1.4% |
| 3M | -1.3% | -53.4% | +52.1% | -1.2% |
| 6M | -0.5% | -62.0% | +61.4% | -0.5% |
| YTD | +19.6% | -49.1% | +68.7% | +19.6% |
| 1Y | +22.4% | -53.1% | +75.5% | +22.3% |
| 3Y | +55.9% | +318.7% | -262.8% | +55.2% |
| 5Y | +20.4% | +48.5% | -28.1% | +19.9% |
| All | +65.5% | -99.8% | +165.3% | +65.9% |
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