+213.9%
CAT vs VXUS
+45.4%
+168.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +7.4% | +2.1% | +5.3% | +5.1% |
| 30D | -19.7% | -1.1% | -18.5% | -18.5% |
| 3M | -29.6% | -5.6% | -24.0% | -24.6% |
| 6M | -33.2% | -2.3% | -30.9% | -30.9% |
| YTD | +5.7% | +10.4% | -4.7% | -3.5% |
| 1Y | +9.3% | +13.1% | -3.7% | -2.5% |
| 3Y | +158.3% | +68.0% | +90.3% | +55.7% |
| All | +213.9% | +45.4% | +168.5% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 5y: compounded portfolio wealth divided by compounded VXUS 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…
5y analysis · Full analysis span regression · 6 months rolling