-44.8%
CAL vs VOO
+314.0%
-358.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -2.5% |
| 7D | +2.5% | +0.5% | +1.9% | +1.7% |
| 30D | -17.0% | -0.9% | -16.1% | -15.9% |
| 3M | -11.3% | +3.9% | -15.2% | -15.5% |
| 6M | +14.8% | +14.5% | +0.3% | -3.2% |
| YTD | 0.0% | +13.0% | -13.0% | -13.9% |
| 1Y | -21.4% | +19.4% | -40.8% | -36.5% |
| 3Y | -55.0% | +78.9% | -133.9% | -78.1% |
| 5Y | -42.7% | +82.3% | -125.0% | -72.5% |
| 10Y | -44.8% | +314.2% | -359.0% | -89.1% |
| All | -44.8% | +314.0% | -358.8% | -89.1% |
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