+61.2%
CAML vs VOO
+81.7%
-20.4%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | -0.4% | +2.0% | -2.4% | -2.5% |
| 6M | +8.4% | +13.0% | -4.6% | -5.4% |
| YTD | +5.7% | +13.6% | -7.9% | -8.3% |
| 1Y | +6.0% | +20.1% | -14.1% | -13.6% |
| 3Y | +55.0% | +77.6% | -22.6% | -17.7% |
| All | +61.2% | +81.7% | -20.4% | -16.8% |
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