+8.1%
CACI vs VT
+13.0%
-4.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +4.1% |
| 7D | -6.0% | +0.4% | -6.3% | -6.0% |
| 30D | +4.8% | -2.6% | +7.4% | +5.2% |
| 3M | -0.7% | -3.2% | +2.5% | -0.2% |
| 6M | +33.1% | +0.9% | +32.1% | +32.5% |
| YTD | +20.1% | +11.3% | +8.8% | +16.0% |
| All | +8.1% | +13.0% | -4.9% | +4.2% |
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