+903.0%
CACC vs VOO
+807.8%
+95.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | -1.8% | -0.4% | -1.4% | -1.4% |
| 30D | +2.7% | -1.4% | +4.1% | +4.3% |
| 3M | +4.9% | +3.7% | +1.1% | +0.5% |
| 6M | +19.0% | +13.0% | +6.0% | +3.8% |
| YTD | +34.6% | +12.4% | +22.2% | +18.3% |
| 1Y | +15.1% | +18.6% | -3.5% | -4.3% |
| 3Y | +23.0% | +78.1% | -55.0% | -34.2% |
| 5Y | -2.5% | +82.3% | -84.7% | -48.1% |
| 10Y | +208.0% | +322.5% | -114.5% | -30.4% |
| All | +903.0% | +807.8% | +95.2% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling