+3.9%
CATF price history and return analytics
+42.8%
-38.9%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -1.8% | -0.7% | -1.1% | -1.7% |
| 3M | -2.6% | +4.0% | -6.6% | -2.8% |
| 6M | -2.0% | +12.3% | -14.3% | -2.5% |
| YTD | -0.6% | +14.0% | -14.6% | -1.1% |
| 1Y | +1.8% | +20.3% | -18.5% | +1.1% |
| All | +3.9% | +42.8% | -38.9% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling