+95.4%
CAT vs VTV
+27.0%
+68.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +2.3% |
| 7D | +1.7% | +0.5% | +1.2% | +0.5% |
| 30D | -6.6% | +1.1% | -7.7% | -8.9% |
| 3M | -13.3% | +5.9% | -19.2% | -23.5% |
| 6M | +11.6% | +11.6% | 0.0% | -11.9% |
| YTD | +42.9% | +19.8% | +23.1% | +3.1% |
| 1Y | +95.4% | +26.2% | +69.2% | +33.6% |
| All | +95.4% | +27.0% | +68.4% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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