+332.7%
CAT vs VGT
+134.3%
+198.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +2.9% | +1.5% | +1.5% | +2.0% |
| 30D | -2.6% | +0.5% | -3.2% | -2.9% |
| 3M | -10.7% | +5.3% | -15.9% | -13.1% |
| 6M | +16.1% | +32.4% | -16.3% | -1.5% |
| YTD | +43.2% | +28.6% | +14.6% | +23.5% |
| 1Y | +96.8% | +37.6% | +59.2% | +63.7% |
| 3Y | +201.4% | +125.5% | +75.9% | +92.9% |
| 5Y | +332.7% | +135.2% | +197.5% | +152.2% |
| All | +332.7% | +134.3% | +198.4% | +152.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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