+75.5%
VOO vs CAT
+140.6%
-65.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | -2.7% | -10.3% | +7.6% | +0.1% |
| 30D | -5.4% | -31.2% | +25.8% | +4.5% |
| 3M | -4.1% | -34.7% | +30.6% | +7.2% |
| 6M | +0.7% | -39.5% | +40.2% | +14.0% |
| YTD | +8.7% | -1.7% | +10.4% | +4.0% |
| 1Y | +11.0% | -1.1% | +12.1% | +5.8% |
| 3Y | +75.5% | +143.9% | -68.4% | +20.1% |
| All | +75.5% | +140.6% | -65.1% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling