+65.9%
CAL vs VOO
+798.5%
-732.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +3.7% |
| 7D | +0.1% | +0.1% | +0.1% | +0.5% |
| 30D | +12.2% | -3.3% | +15.6% | +17.9% |
| 3M | -5.9% | -2.4% | -3.5% | -2.2% |
| 6M | +1.6% | +2.6% | -1.0% | -0.9% |
| YTD | +13.5% | +11.3% | +2.2% | -0.6% |
| 1Y | +22.8% | +13.4% | +9.4% | +5.0% |
| 3Y | -45.8% | +80.3% | -126.1% | -74.8% |
| 5Y | -46.0% | +72.7% | -118.7% | -73.3% |
| 10Y | -39.5% | +310.0% | -349.6% | -90.6% |
| All | +65.9% | +798.5% | -732.5% | -92.7% |
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