+82.3%
VOO vs CAT
+332.8%
-250.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | +0.5% | +5.6% | -5.0% | -1.1% |
| 30D | -0.9% | -2.3% | +1.4% | -0.3% |
| 3M | +3.9% | -10.0% | +13.9% | +6.4% |
| 6M | +14.5% | +21.2% | -6.7% | +5.7% |
| YTD | +13.0% | +44.4% | -31.5% | -2.3% |
| 1Y | +19.4% | +96.3% | -76.9% | -7.9% |
| 3Y | +78.9% | +203.9% | -125.0% | +15.8% |
| 5Y | +82.3% | +333.5% | -251.2% | +1.2% |
| All | +82.3% | +332.8% | -250.5% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling