+37.8%
CAF vs VOO
+311.2%
-273.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.4% |
| 7D | -1.3% | +3.3% | -4.6% | -2.9% |
| 30D | -5.2% | -2.7% | -2.5% | -3.9% |
| 3M | -15.5% | -1.7% | -13.8% | -14.8% |
| 6M | -17.5% | +3.1% | -20.7% | -18.9% |
| YTD | -5.5% | +11.9% | -17.5% | -11.0% |
| 1Y | +1.6% | +12.1% | -10.4% | -4.3% |
| 3Y | +43.5% | +78.6% | -35.1% | +4.6% |
| 5Y | -13.3% | +73.8% | -87.1% | -36.4% |
| All | +37.8% | +311.2% | -273.3% | -41.7% |
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