-76.6%
CATO vs VOO
+812.0%
-888.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.8% |
| 7D | -2.7% | +0.5% | -3.2% | -3.1% |
| 30D | -23.3% | -0.9% | -22.3% | -22.6% |
| 3M | -21.4% | +3.9% | -25.3% | -23.9% |
| 6M | -17.0% | +14.5% | -31.5% | -26.6% |
| YTD | -17.8% | +13.0% | -30.8% | -26.3% |
| 1Y | -46.2% | +19.4% | -65.6% | -54.1% |
| 3Y | -61.9% | +78.9% | -140.8% | -77.6% |
| 5Y | -80.0% | +82.3% | -162.3% | -88.5% |
| 10Y | -86.6% | +314.2% | -400.8% | -96.7% |
| All | -76.6% | +812.0% | -888.6% | -97.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling