+421.4%
CACI vs VT
+222.7%
+198.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +6.5% | +2.9% | +3.6% | +4.3% |
| 30D | +5.6% | -2.5% | +8.1% | +7.5% |
| 3M | -5.3% | -3.3% | -2.0% | -3.1% |
| 6M | +29.0% | +1.5% | +27.5% | +26.7% |
| YTD | +20.8% | +11.4% | +9.5% | +10.1% |
| 1Y | +9.8% | +11.9% | -2.2% | -0.5% |
| 3Y | +97.5% | +73.9% | +23.7% | +23.6% |
| 5Y | +127.8% | +57.9% | +69.9% | +53.4% |
| All | +421.4% | +222.7% | +198.7% | +78.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling