+11,940.7%
CAT vs VIAV
+2,760.3%
+9,180.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | +9.3% | +23.7% | -14.4% | +5.4% |
| 30D | -21.5% | -21.2% | -0.3% | -18.6% |
| 3M | -29.1% | -24.5% | -4.6% | -26.2% |
| 6M | -33.4% | -39.1% | +5.7% | -28.7% |
| YTD | +6.6% | +82.6% | -76.0% | -5.7% |
| 1Y | +6.5% | +82.7% | -76.2% | -5.8% |
| 3Y | +162.7% | +315.1% | -152.4% | +99.7% |
| 5Y | +214.2% | +113.4% | +100.8% | +162.4% |
| 10Y | +705.2% | +317.2% | +388.0% | +499.4% |
| All | +11,940.7% | +2,760.3% | +9,180.4% | +5,645.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling