+568.2%
CALM vs VOO
+803.9%
-235.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.6% |
| 7D | -2.3% | +3.3% | -5.5% | -3.7% |
| 30D | +2.3% | -2.7% | +5.0% | +3.6% |
| 3M | -21.9% | -1.7% | -20.2% | -21.4% |
| 6M | -18.6% | +3.1% | -21.8% | -20.2% |
| YTD | -18.3% | +11.9% | -30.2% | -23.1% |
| 1Y | -28.5% | +12.1% | -40.5% | -32.8% |
| 3Y | +49.0% | +78.6% | -29.6% | +9.8% |
| 5Y | +128.1% | +73.8% | +54.3% | +68.1% |
| 10Y | +106.8% | +312.3% | -205.5% | -16.2% |
| All | +568.2% | +803.9% | -235.7% | +61.2% |
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