+101.4%
CAF vs VOO
+800.4%
-699.1%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -1.1% | +2.6% | -3.7% | -2.7% |
| 30D | -2.2% | -2.0% | -0.2% | -1.1% |
| 3M | -16.7% | -2.8% | -13.9% | -15.2% |
| 6M | -20.0% | +2.2% | -22.2% | -21.3% |
| YTD | -6.7% | +11.5% | -18.2% | -13.3% |
| 1Y | -0.2% | +13.5% | -13.7% | -8.3% |
| 3Y | +41.1% | +78.1% | -36.9% | -5.6% |
| 5Y | -14.3% | +73.1% | -87.5% | -42.6% |
| 10Y | +34.0% | +310.7% | -276.8% | -58.0% |
| All | +101.4% | +800.4% | -699.1% | -68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling