+22.0%
CAAS price history and return analytics
+222.7%
-200.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.9% |
| 7D | +3.4% | +2.9% | +0.5% | +2.0% |
| 30D | -3.4% | -2.5% | -0.9% | -2.2% |
| 3M | -6.4% | -3.3% | -3.0% | -4.8% |
| 6M | -9.5% | +1.5% | -11.1% | -10.4% |
| YTD | +0.2% | +11.4% | -11.1% | -5.2% |
| 1Y | -4.0% | +11.9% | -16.0% | -9.4% |
| 3Y | +51.3% | +73.9% | -22.6% | +16.0% |
| 5Y | +28.2% | +57.9% | -29.7% | +2.2% |
| All | +22.0% | +222.7% | -200.6% | -24.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling