+80.2%
CAE vs VOO
+325.3%
-245.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.3% |
| 7D | -1.8% | -0.8% | -1.0% | -0.9% |
| 30D | -13.4% | -1.1% | -12.3% | -12.3% |
| 3M | -5.9% | +3.9% | -9.8% | -10.3% |
| 6M | -15.7% | +13.6% | -29.4% | -27.7% |
| YTD | -21.2% | +12.7% | -33.9% | -31.6% |
| 1Y | -10.1% | +17.6% | -27.7% | -25.8% |
| 3Y | +0.1% | +77.3% | -77.2% | -49.3% |
| 5Y | -20.9% | +84.1% | -105.0% | -61.1% |
| All | +80.2% | +325.3% | -245.1% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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