-4.3%
CAMT vs VT
+13.3%
-17.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.7% |
| 7D | -12.8% | -1.6% | -11.2% | -8.5% |
| 30D | -32.0% | -2.5% | -29.5% | -26.5% |
| 3M | -19.6% | -1.3% | -18.3% | -15.1% |
| 6M | -39.8% | +3.1% | -42.9% | -40.4% |
| YTD | +5.7% | +10.9% | -5.3% | -10.3% |
| All | -4.3% | +13.3% | -17.6% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling