-76.0%
CATX vs VOO
+810.0%
-886.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.8% |
| 7D | -10.2% | -0.8% | -9.5% | -9.7% |
| 30D | -13.8% | -1.1% | -12.7% | -13.0% |
| 3M | -5.4% | +3.9% | -9.3% | -7.9% |
| 6M | -46.2% | +13.6% | -59.8% | -50.8% |
| YTD | +2.2% | +12.7% | -10.5% | -6.0% |
| 1Y | -16.9% | +17.6% | -34.4% | -26.1% |
| 3Y | -26.1% | +77.3% | -103.4% | -48.3% |
| 5Y | -60.4% | +84.1% | -144.5% | -72.9% |
| 10Y | -64.0% | +323.5% | -387.5% | -84.5% |
| All | -76.0% | +810.0% | -886.0% | -94.5% |
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