+333.5%
CAT vs VIAV
+132.3%
+201.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.2% | -10.1% | -2.1% |
| 7D | +5.6% | +11.3% | -5.8% | +2.2% |
| 30D | -2.3% | -1.0% | -1.3% | -2.6% |
| 3M | -10.0% | -20.5% | +10.5% | -5.6% |
| 6M | +21.2% | +39.0% | -17.7% | +9.5% |
| YTD | +44.4% | +117.5% | -73.0% | +15.5% |
| 1Y | +96.3% | +233.8% | -137.5% | +40.1% |
| 3Y | +203.9% | +295.4% | -91.5% | +102.1% |
| 5Y | +333.5% | +134.3% | +199.2% | +217.7% |
| All | +333.5% | +132.3% | +201.2% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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