+71.6%
VZ vs RCAT
-99.7%
+171.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.6% |
| 7D | +0.9% | +7.2% | -6.3% | +0.9% |
| 30D | +8.9% | -20.4% | +29.3% | +8.9% |
| 3M | +0.1% | -59.8% | +59.9% | +0.1% |
| 6M | +1.9% | -61.9% | +63.8% | +1.9% |
| YTD | +22.0% | -45.9% | +67.9% | +22.0% |
| 1Y | +22.1% | -50.5% | +72.6% | +22.1% |
| 3Y | +58.7% | +387.5% | -328.8% | +57.9% |
| 5Y | +22.3% | +70.9% | -48.6% | +21.8% |
| 10Y | +71.6% | -99.7% | +171.4% | +72.3% |
| All | +71.6% | -99.7% | +171.4% | +72.3% |
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