+134.0%
CAF vs VOO
+817.1%
-683.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | -0.9% | +0.1% | -1.1% | -1.0% |
| 30D | -1.4% | +0.1% | -1.4% | -1.4% |
| 3M | -5.2% | +2.0% | -7.2% | -6.5% |
| 6M | +5.4% | +13.0% | -7.7% | -2.8% |
| YTD | +8.5% | +13.6% | -5.1% | -0.3% |
| 1Y | +24.8% | +20.1% | +4.7% | +10.6% |
| 3Y | +54.1% | +77.6% | -23.5% | +3.4% |
| 5Y | +1.5% | +82.4% | -80.9% | -34.5% |
| 10Y | +52.4% | +316.8% | -264.5% | -52.6% |
| All | +134.0% | +817.1% | -683.0% | -63.9% |
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