-62.8%
CATO price history and return analytics
+74.2%
-137.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.9% |
| 7D | -5.3% | -0.1% | -5.2% | -5.3% |
| 30D | -25.3% | -0.7% | -24.6% | -25.0% |
| 3M | -23.2% | +4.0% | -27.2% | -25.2% |
| 6M | -20.3% | +12.3% | -32.5% | -26.9% |
| YTD | -19.7% | +14.0% | -33.8% | -27.2% |
| 1Y | -43.8% | +20.3% | -64.1% | -50.8% |
| All | -62.8% | +74.2% | -137.0% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling