+16.5%
CAIQ vs VOO
+14.8%
+1.7%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +1.6% | +0.5% | +1.0% | +1.1% |
| 30D | -0.3% | -0.9% | +0.6% | +0.5% |
| 3M | +0.4% | +3.9% | -3.5% | -3.0% |
| 6M | +13.7% | +14.5% | -0.9% | -0.8% |
| YTD | +12.0% | +13.0% | -0.9% | -0.6% |
| All | +16.5% | +14.8% | +1.7% | -1.2% |
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