+8.9%
CAT vs VNQ
+14.0%
-5.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.2% | -8.4% | -5.7% |
| 7D | -17.1% | +6.8% | -23.9% | -18.2% |
| 30D | -30.1% | +10.0% | -40.1% | -31.9% |
| 3M | -32.4% | 0.0% | -32.3% | -31.7% |
| 6M | -32.1% | +4.5% | -36.6% | -34.1% |
| YTD | +4.1% | +13.9% | -9.8% | -5.5% |
| 1Y | +8.9% | +14.1% | -5.2% | -1.2% |
| All | +8.9% | +14.0% | -5.1% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling