+94.3%
CAT vs VO
+15.1%
+79.1%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +2.1% |
| 7D | +1.7% | -0.3% | +2.0% | +2.2% |
| 30D | -6.6% | -0.3% | -6.2% | -5.9% |
| 3M | -13.3% | +2.9% | -16.2% | -17.5% |
| 6M | +11.6% | +9.3% | +2.3% | -4.1% |
| YTD | +42.9% | +14.2% | +28.8% | +16.2% |
| All | +94.3% | +15.1% | +79.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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