+26,079.9%
CAT vs VTRS
+557.1%
+25,522.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.4% |
| 7D | +5.6% | -0.1% | +5.7% | +5.6% |
| 30D | -2.3% | +1.9% | -4.2% | -2.8% |
| 3M | -10.0% | +5.1% | -15.1% | -11.3% |
| 6M | +21.2% | +20.1% | +1.2% | +16.0% |
| YTD | +44.4% | +36.6% | +7.9% | +34.3% |
| 1Y | +96.3% | +64.1% | +32.2% | +75.0% |
| 3Y | +203.9% | +86.4% | +117.6% | +159.6% |
| 5Y | +333.5% | +40.9% | +292.6% | +285.5% |
| 10Y | +1,126.0% | -48.7% | +1,174.8% | +1,164.1% |
| All | +26,079.9% | +557.1% | +25,522.8% | +14,592.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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