+68.6%
CATY vs VT
+53.4%
+15.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -0.3% | -2.3% | +2.0% | +2.0% |
| 30D | +8.6% | -5.0% | +13.6% | +14.0% |
| 3M | +1.4% | -4.9% | +6.3% | +6.2% |
| 6M | +13.5% | -1.5% | +15.0% | +14.2% |
| YTD | +35.4% | +8.5% | +26.9% | +22.5% |
| 1Y | +41.7% | +11.4% | +30.3% | +24.5% |
| 3Y | +91.2% | +70.1% | +21.1% | +7.0% |
| All | +68.6% | +53.4% | +15.1% | +5.8% |
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