+13.5%
VOO vs CAT
+5.7%
+7.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.2% |
| 7D | +2.6% | +7.4% | -4.9% | +1.1% |
| 30D | -2.0% | -19.7% | +17.7% | +1.8% |
| 3M | -2.8% | -29.6% | +26.8% | +3.4% |
| 6M | +2.2% | -33.2% | +35.4% | +9.0% |
| YTD | +11.5% | +5.7% | +5.9% | +5.6% |
| 1Y | +13.5% | +9.3% | +4.1% | +6.1% |
| All | +13.5% | +5.7% | +7.8% | +6.1% |
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