+83.7%
CAAS vs VT
+66.2%
+17.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +8.2% | +0.4% | +7.8% | +7.9% |
| 30D | +24.1% | +1.0% | +23.2% | +23.4% |
| 3M | +21.3% | +2.4% | +19.0% | +19.3% |
| 6M | +28.6% | +12.0% | +16.6% | +18.8% |
| YTD | +26.8% | +15.3% | +11.4% | +14.9% |
| 1Y | +21.1% | +22.6% | -1.5% | +5.2% |
| 3Y | +47.6% | +74.7% | -27.0% | +1.1% |
| All | +83.7% | +66.2% | +17.5% | +36.1% |
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 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