+1,099.2%
CAT price history and return analytics
+346.0%
+753.2%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | -10.3% | -2.3% | -8.0% | -7.9% |
| 30D | -31.2% | -5.0% | -26.2% | -26.9% |
| 3M | -34.7% | -4.9% | -29.8% | -30.6% |
| 6M | -39.5% | -1.5% | -37.9% | -37.9% |
| YTD | -1.7% | +8.5% | -10.1% | -9.0% |
| 1Y | -1.1% | +11.4% | -12.5% | -11.1% |
| 3Y | +143.9% | +70.1% | +73.8% | +37.6% |
| 5Y | +194.8% | +53.7% | +141.1% | +84.9% |
| 10Y | +739.8% | +220.0% | +519.8% | +133.7% |
| All | +1,099.2% | +346.0% | +753.2% | +136.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling