+140.2%
CALY vs VOO
+812.0%
-671.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.4% |
| 7D | +0.3% | +0.5% | -0.3% | -0.4% |
| 30D | -11.5% | -0.9% | -10.5% | -10.4% |
| 3M | -0.4% | +3.9% | -4.3% | -5.4% |
| 6M | +20.2% | +14.5% | +5.7% | +1.0% |
| YTD | +33.4% | +13.0% | +20.5% | +14.3% |
| 1Y | +64.9% | +19.4% | +45.5% | +32.0% |
| 3Y | -5.6% | +78.9% | -84.4% | -54.1% |
| 5Y | -43.5% | +82.3% | -125.8% | -72.6% |
| 10Y | +33.8% | +314.2% | -280.4% | -74.2% |
| All | +140.2% | +812.0% | -671.8% | -86.1% |
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