-87.3%
CATO price history and return analytics
+229.8%
-317.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.1% |
| 7D | -7.3% | -1.1% | -6.2% | -6.4% |
| 30D | -26.7% | -1.0% | -25.8% | -26.1% |
| 3M | -24.7% | +3.2% | -27.8% | -26.6% |
| 6M | -18.9% | +12.5% | -31.3% | -26.9% |
| YTD | -22.0% | +14.1% | -36.1% | -30.5% |
| 1Y | -47.1% | +18.9% | -66.1% | -54.5% |
| 3Y | -63.8% | +74.1% | -137.9% | -77.6% |
| 5Y | -80.6% | +66.9% | -147.4% | -87.6% |
| All | -87.3% | +229.8% | -317.1% | -95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling