+74.4%
RCAT price history and return analytics
+57.4%
+17.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +7.0% |
| 7D | +1.1% | +0.4% | +0.8% | +1.2% |
| 30D | -22.0% | -2.6% | -19.4% | -17.5% |
| 3M | -51.1% | -3.2% | -47.9% | -47.6% |
| 6M | -56.6% | +0.9% | -57.5% | -55.5% |
| YTD | -43.3% | +11.3% | -54.6% | -49.2% |
| 1Y | -51.5% | +14.0% | -65.5% | -57.7% |
| 3Y | +411.4% | +75.8% | +335.5% | +198.4% |
| 5Y | +74.4% | +57.8% | +16.6% | +30.2% |
| All | +74.4% | +57.4% | +17.0% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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