+122.9%
CAMT vs VT
+53.4%
+69.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.3% | +5.1% |
| 7D | -16.8% | -2.3% | -14.5% | -13.0% |
| 30D | -36.2% | -5.0% | -31.3% | -29.1% |
| 3M | -35.2% | -4.9% | -30.3% | -27.6% |
| 6M | -52.1% | -1.5% | -50.5% | -48.5% |
| YTD | -8.7% | +8.5% | -17.2% | -17.4% |
| 1Y | -19.3% | +11.4% | -30.7% | -30.3% |
| 3Y | +78.4% | +70.1% | +8.3% | -22.5% |
| All | +122.9% | +53.4% | +69.5% | +34.0% |
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