-20.4%
CACC vs VT
+53.4%
-73.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | +13.9% | -2.3% | +16.2% | +17.0% |
| 30D | -0.6% | -5.0% | +4.4% | +6.5% |
| 3M | -8.9% | -4.9% | -4.0% | -2.7% |
| 6M | -1.9% | -1.5% | -0.4% | -0.8% |
| YTD | +19.4% | +8.5% | +10.9% | +5.1% |
| 1Y | +27.2% | +11.4% | +15.8% | +7.9% |
| 3Y | +23.1% | +70.1% | -46.9% | -43.4% |
| All | -20.4% | +53.4% | -73.8% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling