+18.6%
VOO vs CAT
+94.5%
-75.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.3% |
| 7D | -0.4% | +2.9% | -3.3% | -0.9% |
| 30D | -1.4% | -2.6% | +1.3% | -1.0% |
| 3M | +3.7% | -10.7% | +14.4% | +5.2% |
| 6M | +13.0% | +16.1% | -3.1% | +8.3% |
| YTD | +12.4% | +43.2% | -30.8% | +4.0% |
| 1Y | +18.6% | +96.8% | -78.2% | +4.2% |
| All | +18.6% | +94.5% | -75.9% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling