+35.1%
CALY vs VOO
+321.7%
-286.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | -2.7% | -2.0% | -0.8% | -0.1% |
| 30D | -9.3% | -1.7% | -7.7% | -7.3% |
| 3M | -6.0% | +4.7% | -10.7% | -11.8% |
| 6M | +12.1% | +12.6% | -0.5% | -4.4% |
| YTD | +31.0% | +11.8% | +19.3% | +13.1% |
| 1Y | +64.9% | +17.5% | +47.4% | +33.5% |
| 3Y | -7.3% | +77.0% | -84.3% | -55.8% |
| 5Y | -46.1% | +82.6% | -128.7% | -74.7% |
| All | +35.1% | +321.7% | -286.6% | -74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling