+1,065.3%
CAT vs VOO
+777.9%
+287.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.6% |
| 7D | -10.3% | -2.7% | -7.6% | -7.4% |
| 30D | -31.2% | -5.4% | -25.8% | -26.6% |
| 3M | -34.7% | -4.1% | -30.6% | -31.3% |
| 6M | -39.5% | +0.7% | -40.2% | -39.5% |
| YTD | -1.7% | +8.7% | -10.4% | -9.4% |
| 1Y | -1.1% | +11.0% | -12.1% | -10.9% |
| 3Y | +143.9% | +75.5% | +68.4% | +32.2% |
| 5Y | +194.8% | +68.4% | +126.4% | +65.1% |
| 10Y | +739.8% | +315.7% | +424.1% | +54.6% |
| All | +1,065.3% | +777.9% | +287.5% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling