+591.8%
CALM vs VOO
+800.4%
-208.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.7% |
| 7D | +2.9% | +2.6% | +0.3% | +1.7% |
| 30D | +5.2% | -2.0% | +7.1% | +6.1% |
| 3M | -19.5% | -2.8% | -16.8% | -18.6% |
| 6M | -16.4% | +2.2% | -18.6% | -17.7% |
| YTD | -15.4% | +11.5% | -26.9% | -20.3% |
| 1Y | -26.5% | +13.5% | -40.0% | -31.3% |
| 3Y | +54.8% | +78.1% | -23.3% | +14.2% |
| 5Y | +136.2% | +73.1% | +63.1% | +74.3% |
| 10Y | +114.1% | +310.7% | -196.6% | -13.1% |
| All | +591.8% | +800.4% | -208.6% | +67.2% |
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