+9.4%
CACI vs VT
+11.9%
-2.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +5.1% | +2.4% | +2.7% | +4.5% |
| 30D | +6.3% | -1.5% | +7.8% | +6.6% |
| 3M | -4.1% | -4.1% | 0.0% | -3.5% |
| 6M | +27.5% | +0.6% | +26.9% | +27.1% |
| YTD | +20.5% | +11.0% | +9.5% | +15.9% |
| 1Y | +9.4% | +13.3% | -4.0% | +3.9% |
| All | +9.4% | +11.9% | -2.6% | +3.9% |
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 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