-92.7%
CALC vs VOO
+79.7%
-172.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.3% | -10.8% | -9.8% |
| 7D | -7.8% | -0.9% | -6.9% | -7.7% |
| 30D | +2.9% | -2.3% | +5.3% | +3.5% |
| 3M | -62.3% | -1.2% | -61.1% | -62.2% |
| 6M | -58.0% | +3.3% | -61.4% | -58.3% |
| YTD | -96.2% | +12.3% | -108.6% | -96.3% |
| 1Y | -92.3% | +12.5% | -104.8% | -92.5% |
| All | -92.7% | +79.7% | -172.4% | -92.5% |
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