-59.0%
CAMP vs VT
+39.5%
-98.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | +16.1% | +1.0% | +15.1% | +14.6% |
| 30D | +3.8% | -0.2% | +4.0% | +4.5% |
| 3M | +7.6% | +4.5% | +3.0% | +0.1% |
| 6M | +4.8% | +14.1% | -9.3% | -15.6% |
| YTD | -28.2% | +14.8% | -43.0% | -42.1% |
| 1Y | +166.7% | +21.2% | +145.5% | +98.1% |
| All | -59.0% | +39.5% | -98.4% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling