-50.3%
CAL vs VOO
+75.5%
-125.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -6.0% |
| 7D | -5.9% | -2.7% | -3.2% | -1.5% |
| 30D | +1.9% | -5.4% | +7.3% | +10.9% |
| 3M | -11.7% | -4.1% | -7.7% | -5.8% |
| 6M | -4.9% | +0.7% | -5.6% | -5.0% |
| YTD | +6.1% | +8.7% | -2.6% | -4.7% |
| 1Y | +17.6% | +11.0% | +6.6% | +2.7% |
| 3Y | -50.3% | +75.5% | -125.8% | -73.3% |
| All | -50.3% | +75.5% | -125.8% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling