-92.0%
CATX vs VOO
+800.4%
-892.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.4% | +12.3% | +12.2% |
| 7D | +11.9% | +2.6% | +9.3% | +9.8% |
| 30D | -58.0% | -2.0% | -56.0% | -57.3% |
| 3M | -69.7% | -2.8% | -66.9% | -68.9% |
| 6M | -75.4% | +2.2% | -77.6% | -75.7% |
| YTD | -65.8% | +11.5% | -77.3% | -68.2% |
| 1Y | -54.6% | +13.5% | -68.1% | -58.2% |
| 3Y | -59.1% | +78.1% | -137.2% | -71.5% |
| 5Y | -84.1% | +73.1% | -157.2% | -88.7% |
| 10Y | -83.5% | +310.7% | -394.2% | -92.7% |
| All | -92.0% | +800.4% | -892.4% | -98.2% |
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 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