+15.7%
CACC vs VT
+21.4%
-5.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | -0.1% | +1.0% | -1.1% | -1.2% |
| 30D | +1.4% | -0.2% | +1.6% | +1.7% |
| 3M | +5.5% | +4.5% | +1.0% | -0.1% |
| 6M | +19.3% | +14.1% | +5.2% | 0.0% |
| YTD | +33.9% | +14.8% | +19.1% | +9.1% |
| 1Y | +15.7% | +21.2% | -5.5% | -20.1% |
| All | +15.7% | +21.4% | -5.7% | -20.1% |
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