-62.5%
CATX price history and return analytics
+229.8%
-292.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +0.6% |
| 7D | -10.2% | -1.1% | -9.1% | -9.2% |
| 30D | -13.8% | -1.0% | -12.8% | -12.9% |
| 3M | -5.4% | +3.2% | -8.5% | -7.9% |
| 6M | -46.2% | +12.5% | -58.7% | -51.5% |
| YTD | +2.2% | +14.1% | -11.9% | -9.0% |
| 1Y | -16.9% | +18.9% | -35.8% | -29.0% |
| 3Y | -26.1% | +74.1% | -100.1% | -52.3% |
| 5Y | -60.4% | +66.9% | -127.3% | -73.8% |
| All | -62.5% | +229.8% | -292.3% | -84.4% |
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 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