+146.6%
CAC vs VT
+215.5%
-68.9%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | +1.2% | -2.3% | +3.5% | +3.3% |
| 30D | +4.5% | -5.0% | +9.4% | +9.3% |
| 3M | -0.4% | -4.9% | +4.5% | +4.0% |
| 6M | +20.0% | -1.5% | +21.5% | +20.8% |
| YTD | +38.2% | +8.5% | +29.8% | +26.9% |
| 1Y | +55.5% | +11.4% | +44.2% | +39.2% |
| 3Y | +101.3% | +70.1% | +31.3% | +21.9% |
| 5Y | +42.5% | +53.7% | -11.2% | -6.0% |
| All | +146.6% | +215.5% | -68.9% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling