+1,245.1%
CACI vs VT
+374.2%
+871.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.7% | +0.4% | -1.2% | -1.0% |
| 30D | +20.4% | +1.0% | +19.4% | +19.5% |
| 3M | +17.2% | +2.4% | +14.8% | +14.9% |
| 6M | -0.2% | +12.0% | -12.2% | -8.5% |
| YTD | +17.0% | +15.3% | +1.7% | +5.1% |
| 1Y | +35.5% | +22.6% | +13.0% | +16.5% |
| 3Y | +88.3% | +74.7% | +13.6% | +24.3% |
| 5Y | +143.3% | +66.1% | +77.2% | +63.9% |
| 10Y | +523.2% | +225.0% | +298.2% | +161.4% |
| All | +1,245.1% | +374.2% | +871.0% | +348.4% |
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