+731.8%
CATY price history and return analytics
+371.8%
+360.0%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.7% |
| 7D | +1.9% | +1.0% | +0.9% | +0.5% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +6.6% | +4.5% | +2.0% | -0.2% |
| 6M | +29.2% | +14.1% | +15.2% | +6.9% |
| YTD | +30.4% | +14.8% | +15.7% | +6.8% |
| 1Y | +27.5% | +21.2% | +6.3% | -3.1% |
| 3Y | +84.4% | +76.6% | +7.8% | -16.2% |
| 5Y | +81.9% | +66.6% | +15.3% | -11.1% |
| 10Y | +170.6% | +222.3% | -51.7% | -45.8% |
| All | +731.8% | +371.8% | +360.0% | +36.8% |
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