-2.7%
CAI vs VT
+13.3%
-15.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.7% |
| 7D | -26.3% | -0.7% | -25.6% | -24.3% |
| 30D | -17.5% | -1.7% | -15.8% | -14.0% |
| 3M | +5.8% | -2.3% | +8.1% | +11.2% |
| 6M | +53.6% | +1.5% | +52.1% | +53.1% |
| YTD | -9.2% | +12.0% | -21.3% | -21.2% |
| 1Y | -2.7% | +12.9% | -15.5% | -16.2% |
| All | -2.7% | +13.3% | -15.9% | -16.2% |
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