+95.4%
CAT vs VSH
+118.1%
-22.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | +0.3% |
| 7D | +1.7% | +4.1% | -2.3% | +0.4% |
| 30D | -6.6% | -4.2% | -2.4% | -5.6% |
| 3M | -13.3% | -50.0% | +36.7% | +6.2% |
| 6M | +11.6% | +80.2% | -68.6% | -15.1% |
| YTD | +42.9% | +121.1% | -78.1% | +1.5% |
| 1Y | +95.4% | +112.0% | -16.6% | +39.3% |
| All | +95.4% | +118.1% | -22.7% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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