+286.4%
CATH price history and return analytics
+221.8%
+64.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +2.3% | +2.4% | -0.1% | -0.1% |
| 30D | -2.1% | -1.5% | -0.6% | -0.6% |
| 3M | -3.4% | -4.1% | +0.7% | +0.8% |
| 6M | +1.2% | +0.6% | +0.6% | +0.4% |
| YTD | +9.3% | +11.0% | -1.8% | -2.2% |
| 1Y | +11.1% | +13.3% | -2.3% | -2.6% |
| 3Y | +71.8% | +73.4% | -1.6% | -2.5% |
| 5Y | +62.4% | +57.4% | +5.0% | +1.9% |
| All | +286.4% | +221.8% | +64.6% | +27.7% |
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