+213.9%
CAT vs VGT
+103.7%
+110.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.8% | +0.2% |
| 7D | +7.4% | +2.5% | +5.0% | +5.9% |
| 30D | -19.7% | -9.5% | -10.2% | -14.3% |
| 3M | -29.6% | -9.5% | -20.1% | -24.9% |
| 6M | -33.2% | -1.8% | -31.4% | -32.0% |
| YTD | +5.7% | +18.4% | -12.7% | -3.7% |
| 1Y | +9.3% | +18.7% | -9.4% | -0.4% |
| 3Y | +158.3% | +103.8% | +54.5% | +77.2% |
| All | +213.9% | +103.7% | +110.3% | +98.7% |
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