+175.6%
CALX vs VOO
+817.1%
-641.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.3% |
| 30D | -6.6% | +0.1% | -6.7% | -6.8% |
| 3M | -6.2% | +2.0% | -8.2% | -8.8% |
| 6M | -33.8% | +13.0% | -46.8% | -44.2% |
| YTD | -32.1% | +13.6% | -45.6% | -43.2% |
| 1Y | -41.1% | +20.1% | -61.2% | -54.3% |
| 3Y | -23.5% | +77.6% | -101.0% | -65.0% |
| 5Y | -22.4% | +82.4% | -104.9% | -64.3% |
| 10Y | +377.6% | +316.8% | +60.7% | -30.5% |
| All | +175.6% | +817.1% | -641.5% | -88.5% |
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