-46.5%
CAL vs VOO
+311.2%
-357.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.4% |
| 7D | -1.8% | +3.3% | -5.1% | -5.8% |
| 30D | +7.3% | -2.7% | +10.0% | +11.6% |
| 3M | -2.0% | -1.7% | -0.3% | +0.7% |
| 6M | +17.5% | +3.1% | +14.4% | +14.0% |
| YTD | +10.4% | +11.9% | -1.6% | -3.5% |
| 1Y | +19.5% | +12.1% | +7.4% | +4.5% |
| 3Y | -46.7% | +78.6% | -125.3% | -73.9% |
| 5Y | -47.0% | +73.8% | -120.8% | -72.9% |
| All | -46.5% | +311.2% | -357.7% | -88.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling