-61.0%
CATX vs VOO
+80.3%
-141.3%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -6.6% |
| 7D | -11.2% | -2.0% | -9.2% | -9.0% |
| 30D | -12.9% | -1.7% | -11.2% | -11.0% |
| 3M | -6.1% | +4.7% | -10.8% | -11.3% |
| 6M | -48.2% | +12.6% | -60.8% | -55.1% |
| YTD | +0.7% | +11.8% | -11.0% | -11.9% |
| 1Y | -14.2% | +17.5% | -31.8% | -29.9% |
| 3Y | -27.1% | +77.0% | -104.1% | -60.1% |
| 5Y | -61.0% | +82.6% | -143.6% | -79.2% |
| All | -61.0% | +80.3% | -141.3% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling