+688.6%
CAT vs VOO
+309.6%
+379.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.4% |
| 7D | +7.4% | +2.6% | +4.9% | +4.6% |
| 30D | -19.7% | -2.0% | -17.7% | -17.7% |
| 3M | -29.6% | -2.8% | -26.8% | -27.1% |
| 6M | -33.2% | +2.2% | -35.4% | -34.2% |
| YTD | +5.7% | +11.5% | -5.9% | -4.8% |
| 1Y | +9.3% | +13.5% | -4.1% | -3.1% |
| 3Y | +158.3% | +78.1% | +80.2% | +44.2% |
| 5Y | +211.6% | +73.1% | +138.4% | +77.5% |
| All | +688.6% | +309.6% | +379.0% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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