+203.9%
CAT vs VTV
+69.1%
+134.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +2.4% |
| 7D | +5.6% | +0.3% | +5.3% | +5.0% |
| 30D | -2.3% | +0.1% | -2.5% | -2.6% |
| 3M | -10.0% | +6.2% | -16.2% | -18.3% |
| 6M | +21.2% | +13.5% | +7.8% | -0.3% |
| YTD | +44.4% | +18.9% | +25.6% | +11.7% |
| 1Y | +96.3% | +25.8% | +70.5% | +39.5% |
| 3Y | +203.9% | +68.7% | +135.2% | +43.0% |
| All | +203.9% | +69.1% | +134.9% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling