-62.3%
CATO vs VT
+69.7%
-132.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +1.3% | -2.3% | +3.6% | +2.9% |
| 30D | -1.3% | -5.0% | +3.7% | +2.2% |
| 3M | -29.1% | -4.9% | -24.2% | -26.6% |
| 6M | -18.8% | -1.5% | -17.2% | -18.2% |
| YTD | -24.3% | +8.5% | -32.8% | -29.4% |
| 1Y | -38.1% | +11.4% | -49.5% | -43.4% |
| 3Y | -62.3% | +70.1% | -132.3% | -79.8% |
| All | -62.3% | +69.7% | -132.0% | -79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling