+26.4%
CAFG vs VT
+21.4%
+5.0%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -0.3% | +1.0% | -1.3% | -1.2% |
| 30D | -4.6% | -0.2% | -4.4% | -4.4% |
| 3M | +3.8% | +4.5% | -0.8% | -0.7% |
| 6M | +22.3% | +14.1% | +8.3% | +6.7% |
| YTD | +29.4% | +14.8% | +14.6% | +11.7% |
| 1Y | +26.4% | +21.2% | +5.2% | 0.0% |
| All | +26.4% | +21.4% | +5.0% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling