-63.1%
CATG vs VT
+1.3%
-64.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -0.6% |
| 7D | +14.3% | +2.4% | +11.9% | +5.9% |
| 30D | -38.2% | -1.5% | -36.7% | -33.9% |
| 3M | -54.2% | -4.1% | -50.1% | -45.3% |
| 6M | -62.2% | +0.6% | -62.8% | -61.3% |
| All | -63.1% | +1.3% | -64.4% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling