+322.5%
VOO vs CAT
+1,125.3%
-802.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.2% |
| 7D | -0.4% | +2.9% | -3.3% | -1.4% |
| 30D | -1.4% | -2.6% | +1.3% | -0.6% |
| 3M | +3.7% | -10.7% | +14.4% | +6.9% |
| 6M | +13.0% | +16.1% | -3.1% | +4.9% |
| YTD | +12.4% | +43.2% | -30.8% | -4.2% |
| 1Y | +18.6% | +96.8% | -78.2% | -11.5% |
| 3Y | +78.1% | +201.4% | -123.3% | +10.1% |
| 5Y | +82.3% | +332.7% | -250.4% | -5.3% |
| 10Y | +322.5% | +1,157.1% | -834.6% | +45.0% |
| All | +322.5% | +1,125.3% | -802.7% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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