+782.8%
CATY price history and return analytics
+356.5%
+426.2%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +1.0% |
| 7D | +2.2% | +2.4% | -0.1% | -0.9% |
| 30D | +11.2% | -1.5% | +12.7% | +13.1% |
| 3M | +2.2% | -4.1% | +6.4% | +7.5% |
| 6M | +19.1% | +0.6% | +18.6% | +16.7% |
| YTD | +38.4% | +11.0% | +27.4% | +17.8% |
| 1Y | +43.6% | +13.3% | +30.2% | +18.8% |
| 3Y | +106.8% | +73.4% | +33.4% | -4.3% |
| 5Y | +72.8% | +57.4% | +15.4% | -9.3% |
| 10Y | +160.3% | +221.7% | -61.4% | -48.1% |
| All | +782.8% | +356.5% | +426.2% | +50.9% |
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