+67.8%
CAAS price history and return analytics
+221.4%
-153.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | -0.5% | +1.0% | -1.6% | -1.0% |
| 30D | +23.3% | -0.2% | +23.5% | +23.5% |
| 3M | +22.7% | +4.5% | +18.2% | +19.9% |
| 6M | +31.0% | +14.1% | +17.0% | +22.5% |
| YTD | +27.9% | +14.8% | +13.2% | +19.3% |
| 1Y | +16.5% | +21.2% | -4.7% | +5.7% |
| 3Y | +63.2% | +76.6% | -13.4% | +24.2% |
| 5Y | +93.1% | +66.6% | +26.5% | +50.5% |
| 10Y | +67.8% | +222.3% | -154.5% | -2.0% |
| All | +67.8% | +221.4% | -153.7% | -2.0% |
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 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