+210.1%
CAT vs VEA
+53.9%
+156.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.9% | +4.3% | +4.0% |
| 7D | -2.4% | +0.4% | -2.8% | -2.8% |
| 30D | -25.0% | -0.7% | -24.4% | -24.4% |
| 3M | -28.7% | -3.9% | -24.8% | -25.4% |
| 6M | -33.0% | -0.6% | -32.4% | -32.1% |
| YTD | +5.4% | +12.9% | -7.5% | -6.0% |
| 1Y | +7.3% | +18.4% | -11.1% | -8.7% |
| 3Y | +166.0% | +75.3% | +90.8% | +54.3% |
| 5Y | +210.1% | +54.3% | +155.8% | +98.3% |
| All | +210.1% | +53.9% | +156.2% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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