+54.4%
CAML vs VOO
+78.0%
-23.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +0.5% |
| 7D | -0.4% | +0.1% | -0.4% | -0.4% |
| 30D | -7.4% | -3.3% | -4.1% | -3.6% |
| 3M | -6.9% | -2.4% | -4.5% | -4.1% |
| 6M | -1.1% | +2.6% | -3.7% | -3.6% |
| YTD | +1.2% | +11.3% | -10.1% | -9.9% |
| 1Y | +0.3% | +13.4% | -13.2% | -12.6% |
| 3Y | +53.0% | +80.3% | -27.2% | -19.5% |
| All | +54.4% | +78.0% | -23.6% | -18.3% |
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