+213.9%
CAT price history and return analytics
+57.0%
+156.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.5% |
| 7D | +7.4% | +2.4% | +5.1% | +4.6% |
| 30D | -19.7% | -1.5% | -18.2% | -18.0% |
| 3M | -29.6% | -4.1% | -25.5% | -25.7% |
| 6M | -33.2% | +0.6% | -33.8% | -33.0% |
| YTD | +5.7% | +11.0% | -5.4% | -4.6% |
| 1Y | +9.3% | +13.3% | -4.0% | -3.4% |
| 3Y | +158.3% | +73.4% | +84.9% | +50.3% |
| All | +213.9% | +57.0% | +156.9% | +91.4% |
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