+69.6%
CAFG vs VT
+80.3%
-10.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.3% |
| 7D | -2.3% | -0.7% | -1.6% | -1.6% |
| 30D | +2.0% | -1.7% | +3.8% | +4.0% |
| 3M | -1.9% | -2.3% | +0.4% | +0.4% |
| 6M | +5.9% | +1.5% | +4.3% | +3.8% |
| YTD | +31.4% | +12.0% | +19.4% | +15.4% |
| 1Y | +29.6% | +12.9% | +16.7% | +13.0% |
| 3Y | +64.5% | +74.9% | -10.4% | -13.1% |
| All | +69.6% | +80.3% | -10.8% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling