-76.1%
CATO vs VOO
+817.1%
-893.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -24.2% | +0.1% | -24.3% | -24.2% |
| 3M | -20.7% | +2.0% | -22.7% | -22.1% |
| 6M | -16.7% | +13.0% | -29.7% | -25.5% |
| YTD | -15.9% | +13.6% | -29.4% | -25.0% |
| 1Y | -42.2% | +20.1% | -62.3% | -50.9% |
| 3Y | -61.0% | +77.6% | -138.6% | -77.0% |
| 5Y | -79.9% | +82.4% | -162.4% | -88.5% |
| 10Y | -86.4% | +316.8% | -403.3% | -96.6% |
| All | -76.1% | +817.1% | -893.2% | -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 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