+6.5%
CAT vs VTV
+23.9%
-17.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.6% |
| 7D | +9.3% | +2.3% | +7.0% | +4.1% |
| 30D | -21.5% | +3.8% | -25.3% | -28.5% |
| 3M | -29.1% | +1.7% | -30.8% | -32.1% |
| 6M | -33.4% | +10.9% | -44.3% | -48.5% |
| YTD | +6.6% | +21.7% | -15.2% | -31.2% |
| 1Y | +6.5% | +23.4% | -16.9% | -32.4% |
| All | +6.5% | +23.9% | -17.3% | -32.4% |
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