+169.2%
CATY price history and return analytics
+229.8%
-60.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -1.1% | -1.1% | 0.0% | +0.2% |
| 30D | -3.2% | -1.0% | -2.2% | -2.1% |
| 3M | +4.1% | +3.2% | +1.0% | -0.2% |
| 6M | +31.6% | +12.5% | +19.1% | +12.6% |
| YTD | +30.7% | +14.1% | +16.7% | +9.9% |
| 1Y | +29.3% | +18.9% | +10.4% | +3.1% |
| 3Y | +85.2% | +74.1% | +11.1% | -8.6% |
| 5Y | +80.6% | +66.9% | +13.8% | -5.6% |
| All | +169.2% | +229.8% | -60.5% | -41.0% |
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