+827.8%
VOO vs CAT
+1,572.1%
-744.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.0% |
| 7D | +0.1% | +1.7% | -1.6% | -0.6% |
| 30D | +0.1% | -6.6% | +6.6% | +2.5% |
| 3M | +2.0% | -13.3% | +15.3% | +6.6% |
| 6M | +13.0% | +11.6% | +1.4% | +6.2% |
| YTD | +13.6% | +42.9% | -29.4% | -3.7% |
| 1Y | +20.1% | +95.4% | -75.4% | -11.0% |
| 3Y | +77.6% | +196.6% | -119.0% | +8.9% |
| 5Y | +82.4% | +321.7% | -239.2% | -5.9% |
| 10Y | +316.8% | +1,140.8% | -823.9% | +27.1% |
| All | +827.8% | +1,572.1% | -744.4% | +127.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling