+146.5%
CALX vs VOO
+800.4%
-653.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | +5.1% | +2.6% | +2.6% | +1.7% |
| 30D | -10.7% | -2.0% | -8.8% | -8.2% |
| 3M | -19.3% | -2.8% | -16.5% | -16.2% |
| 6M | -20.4% | +2.2% | -22.5% | -22.8% |
| YTD | -39.2% | +11.5% | -50.7% | -47.9% |
| 1Y | -46.7% | +13.5% | -60.1% | -55.3% |
| 3Y | -7.6% | +78.1% | -85.7% | -58.0% |
| 5Y | -57.0% | +73.1% | -130.2% | -78.9% |
| 10Y | +317.8% | +310.7% | +7.1% | -38.1% |
| All | +146.5% | +800.4% | -653.9% | -89.5% |
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 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