+32.9%
CALF vs VOO
+11.8%
+21.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.7% |
| 7D | +0.3% | +3.3% | -3.0% | -1.6% |
| 30D | +4.3% | -2.7% | +7.0% | +5.9% |
| 3M | +3.0% | -1.7% | +4.8% | +4.0% |
| 6M | +22.7% | +3.1% | +19.6% | +20.2% |
| YTD | +30.8% | +11.9% | +18.9% | +20.8% |
| 1Y | +32.9% | +12.1% | +20.8% | +22.8% |
| All | +32.9% | +11.8% | +21.1% | +22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling