+110.7%
CACI vs VT
+53.2%
+57.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | -2.5% |
| 7D | -10.4% | -4.2% | -6.2% | -8.6% |
| 30D | +0.8% | -5.8% | +6.6% | +3.6% |
| 3M | +16.7% | -5.2% | +21.9% | +19.5% |
| 6M | +22.4% | +0.1% | +22.2% | +21.7% |
| YTD | +13.5% | +8.2% | +5.2% | +8.4% |
| 1Y | +2.7% | +10.1% | -7.4% | -2.8% |
| 3Y | +84.8% | +69.7% | +15.2% | +38.8% |
| 5Y | +110.7% | +53.4% | +57.3% | +68.6% |
| All | +110.7% | +53.2% | +57.5% | +68.6% |
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