-85.1%
CATO price history and return analytics
+57.0%
-142.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | -4.3% | +2.4% | -6.6% | -6.0% |
| 30D | -3.4% | -1.5% | -1.9% | -2.4% |
| 3M | -32.9% | -4.1% | -28.8% | -30.8% |
| 6M | -22.8% | +0.6% | -23.3% | -23.4% |
| YTD | -27.5% | +11.0% | -38.5% | -33.9% |
| 1Y | -36.0% | +13.3% | -49.3% | -42.6% |
| 3Y | -63.7% | +73.4% | -137.1% | -77.5% |
| All | -85.1% | +57.0% | -142.1% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling