+154.3%
CAMT vs VT
+75.0%
+79.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +5.0% |
| 7D | +7.5% | +0.4% | +7.0% | +6.6% |
| 30D | -1.3% | +1.0% | -2.2% | -3.0% |
| 3M | -19.6% | +2.4% | -21.9% | -21.5% |
| 6M | -12.2% | +12.0% | -24.3% | -28.1% |
| YTD | +37.0% | +15.3% | +21.7% | +5.8% |
| 1Y | +86.3% | +22.6% | +63.8% | +27.9% |
| All | +154.3% | +75.0% | +79.3% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling