+333.5%
CAT vs VEA
+61.6%
+271.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.5% |
| 7D | +5.6% | +1.9% | +3.7% | +3.5% |
| 30D | -2.3% | +0.8% | -3.1% | -3.1% |
| 3M | -10.0% | +5.7% | -15.7% | -14.7% |
| 6M | +21.2% | +13.3% | +7.9% | +6.9% |
| YTD | +44.4% | +18.4% | +26.1% | +22.0% |
| 1Y | +96.3% | +27.0% | +69.3% | +54.7% |
| 3Y | +203.9% | +79.3% | +124.6% | +70.5% |
| 5Y | +333.5% | +62.1% | +271.4% | +164.1% |
| All | +333.5% | +61.6% | +271.9% | +164.1% |
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