-13.1%
CAI vs VOO
+29.6%
-42.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.1% |
| 7D | -2.9% | -0.8% | -2.1% | -1.9% |
| 30D | +9.3% | -1.1% | +10.4% | +11.0% |
| 3M | +35.2% | +3.9% | +31.3% | +27.8% |
| 6M | +30.7% | +13.6% | +17.1% | +7.2% |
| YTD | -9.8% | +12.7% | -22.5% | -24.8% |
| 1Y | -28.9% | +17.6% | -46.4% | -43.5% |
| All | -13.1% | +29.6% | -42.7% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling