+59.9%
CAAP vs VT
+141.6%
-81.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.7% | +4.2% | +4.0% |
| 7D | +6.5% | -0.3% | +6.8% | +6.9% |
| 30D | -1.6% | -1.4% | -0.1% | +0.2% |
| 3M | -1.2% | -1.4% | +0.2% | +0.5% |
| 6M | +9.4% | +5.5% | +3.9% | +3.2% |
| YTD | +0.5% | +12.8% | -12.4% | -11.8% |
| 1Y | +19.8% | +15.4% | +4.4% | +2.5% |
| 3Y | +130.8% | +76.9% | +53.9% | +22.5% |
| 5Y | +354.3% | +60.4% | +293.9% | +165.7% |
| All | +59.9% | +141.6% | -81.7% | -46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling