+161.2%
CAC vs VT
+224.5%
-63.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.7% | +0.4% | +2.2% | +2.3% |
| 30D | -2.0% | +1.0% | -3.0% | -2.9% |
| 3M | +16.4% | +2.4% | +14.0% | +13.3% |
| 6M | +25.1% | +12.0% | +13.1% | +11.9% |
| YTD | +37.6% | +15.3% | +22.2% | +19.7% |
| 1Y | +47.1% | +22.6% | +24.5% | +20.7% |
| 3Y | +99.1% | +74.7% | +24.5% | +18.2% |
| 5Y | +53.3% | +66.1% | -12.9% | -5.7% |
| All | +161.2% | +224.5% | -63.3% | -17.5% |
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