+167.2%
CALM vs VOO
+81.6%
+85.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.0% |
| 7D | -7.1% | -0.4% | -6.7% | -7.0% |
| 30D | -10.7% | -1.4% | -9.3% | -10.4% |
| 3M | -5.7% | +3.7% | -9.5% | -6.8% |
| 6M | -16.2% | +13.0% | -29.2% | -19.4% |
| YTD | -6.7% | +12.4% | -19.2% | -10.2% |
| 1Y | -30.6% | +18.6% | -49.2% | -34.5% |
| 3Y | +70.3% | +78.1% | -7.8% | +41.8% |
| 5Y | +167.2% | +82.3% | +85.0% | +118.8% |
| All | +167.2% | +81.6% | +85.6% | +118.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling