+303.5%
CATH vs VOO
+329.9%
-26.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | +2.3% | +2.6% | -0.3% | -0.3% |
| 30D | -2.1% | -2.0% | -0.1% | -0.2% |
| 3M | -3.4% | -2.8% | -0.7% | -0.7% |
| 6M | +1.2% | +2.2% | -1.0% | -1.0% |
| YTD | +9.3% | +11.5% | -2.3% | -1.9% |
| 1Y | +11.1% | +13.5% | -2.4% | -2.0% |
| 3Y | +71.8% | +78.1% | -6.3% | -2.6% |
| 5Y | +62.4% | +73.1% | -10.7% | -5.3% |
| 10Y | +284.1% | +310.7% | -26.7% | +2.9% |
| All | +303.5% | +329.9% | -26.4% | +4.3% |
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