+55.5%
CAC vs VT
+10.5%
+45.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | +1.2% | -2.3% | +3.5% | +2.3% |
| 30D | +4.5% | -5.0% | +9.4% | +6.9% |
| 3M | -0.4% | -4.9% | +4.5% | +1.8% |
| 6M | +20.0% | -1.5% | +21.5% | +20.5% |
| YTD | +38.2% | +8.5% | +29.8% | +31.0% |
| 1Y | +55.5% | +11.4% | +44.2% | +44.5% |
| All | +55.5% | +10.5% | +45.0% | +44.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling