+169.2%
CATY vs VOO
+325.3%
-156.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -1.0% |
| 7D | -1.1% | -0.8% | -0.3% | -0.2% |
| 30D | -3.2% | -1.1% | -2.1% | -2.1% |
| 3M | +4.1% | +3.9% | +0.3% | -0.7% |
| 6M | +31.6% | +13.6% | +17.9% | +12.8% |
| YTD | +30.7% | +12.7% | +18.0% | +13.1% |
| 1Y | +29.3% | +17.6% | +11.7% | +6.5% |
| 3Y | +85.2% | +77.3% | +7.9% | -6.3% |
| 5Y | +80.6% | +84.1% | -3.5% | -13.1% |
| All | +169.2% | +325.3% | -156.1% | -58.4% |
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