+3,481.0%
CAT vs VGT
+2,283.9%
+1,197.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +1.7% | +1.0% | +0.7% | +0.9% |
| 30D | -6.6% | +1.3% | -7.9% | -7.6% |
| 3M | -13.3% | -1.1% | -12.1% | -12.3% |
| 6M | +11.6% | +32.6% | -21.0% | -11.9% |
| YTD | +42.9% | +29.0% | +14.0% | +15.4% |
| 1Y | +95.4% | +39.7% | +55.7% | +47.5% |
| 3Y | +196.6% | +120.9% | +75.7% | +48.1% |
| 5Y | +321.7% | +133.6% | +188.1% | +89.5% |
| 10Y | +1,140.8% | +792.6% | +348.2% | +35.7% |
| All | +3,481.0% | +2,283.9% | +1,197.1% | +43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling