+51.1%
CAL vs VOO
+817.1%
-766.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -13.2% | +0.1% | -13.3% | -13.2% |
| 3M | -12.1% | +2.0% | -14.1% | -14.0% |
| 6M | +9.1% | +13.0% | -4.0% | -7.0% |
| YTD | +3.3% | +13.6% | -10.3% | -12.3% |
| 1Y | -10.8% | +20.1% | -30.9% | -29.3% |
| 3Y | -56.4% | +77.6% | -134.0% | -79.4% |
| 5Y | -45.1% | +82.4% | -127.5% | -74.9% |
| 10Y | -41.9% | +316.8% | -358.7% | -91.2% |
| All | +51.1% | +817.1% | -766.0% | -93.6% |
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