-86.9%
CATX vs VT
+53.4%
-140.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.0% |
| 7D | -27.0% | -2.3% | -24.6% | -24.4% |
| 30D | -65.9% | -5.0% | -60.9% | -63.3% |
| 3M | -71.7% | -4.9% | -66.8% | -69.6% |
| 6M | -78.0% | -1.5% | -76.5% | -77.4% |
| YTD | -69.5% | +8.5% | -77.9% | -72.4% |
| 1Y | -62.3% | +11.4% | -73.7% | -67.1% |
| 3Y | -67.7% | +70.1% | -137.8% | -82.7% |
| All | -86.9% | +53.4% | -140.3% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling