-62.5%
CATX vs VOO
+325.3%
-387.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.8% |
| 7D | -10.2% | -0.8% | -9.5% | -9.6% |
| 30D | -13.8% | -1.1% | -12.7% | -13.0% |
| 3M | -5.4% | +3.9% | -9.3% | -8.2% |
| 6M | -46.2% | +13.6% | -59.8% | -51.2% |
| YTD | +2.2% | +12.7% | -10.5% | -6.8% |
| 1Y | -16.9% | +17.6% | -34.4% | -26.9% |
| 3Y | -26.1% | +77.3% | -103.4% | -49.7% |
| 5Y | -60.4% | +84.1% | -144.5% | -73.8% |
| All | -62.5% | +325.3% | -387.8% | -85.3% |
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 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