+101.3%
CAC vs VOO
+75.5%
+25.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | +1.2% | -2.7% | +3.9% | +3.4% |
| 30D | +4.5% | -5.4% | +9.8% | +9.2% |
| 3M | -0.4% | -4.1% | +3.6% | +2.8% |
| 6M | +20.0% | +0.7% | +19.2% | +18.4% |
| YTD | +38.2% | +8.7% | +29.5% | +27.3% |
| 1Y | +55.5% | +11.0% | +44.6% | +40.4% |
| 3Y | +101.3% | +75.5% | +25.9% | -1.1% |
| All | +101.3% | +75.5% | +25.8% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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