+2,237.5%
CACC vs VT
+374.2%
+1,863.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.7% | +0.4% | +1.2% | +1.2% |
| 30D | +2.1% | +1.0% | +1.1% | +1.1% |
| 3M | +10.3% | +2.4% | +7.9% | +7.4% |
| 6M | +23.4% | +12.0% | +11.4% | +9.9% |
| YTD | +36.4% | +15.3% | +21.0% | +18.0% |
| 1Y | +16.1% | +22.6% | -6.5% | -5.1% |
| 3Y | +21.3% | +74.7% | -53.4% | -29.2% |
| 5Y | -9.8% | +66.1% | -75.9% | -43.4% |
| 10Y | +202.8% | +225.0% | -22.2% | +5.7% |
| All | +2,237.5% | +374.2% | +1,863.3% | +553.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling