+1,123.7%
CAT vs VTI
+301.7%
+822.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | +0.6% | -2.0% | +2.6% | +2.9% |
| 30D | -4.5% | -1.9% | -2.6% | -2.5% |
| 3M | -5.8% | +4.5% | -10.3% | -9.9% |
| 6M | +12.7% | +12.6% | +0.2% | 0.0% |
| YTD | +41.4% | +12.0% | +29.4% | +26.5% |
| 1Y | +92.1% | +17.3% | +74.7% | +63.9% |
| 3Y | +197.5% | +75.3% | +122.1% | +68.4% |
| 5Y | +327.9% | +74.0% | +253.9% | +141.2% |
| All | +1,123.7% | +301.7% | +822.0% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling