+27.4%
CAAS price history and return analytics
+215.5%
-188.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -3.5% | -2.3% | -1.2% | -2.4% |
| 30D | -4.8% | -5.0% | +0.1% | -2.5% |
| 3M | -8.2% | -4.9% | -3.3% | -6.0% |
| 6M | -9.4% | -1.5% | -7.8% | -9.0% |
| YTD | -2.6% | +8.5% | -11.1% | -6.7% |
| 1Y | -1.2% | +11.4% | -12.6% | -6.6% |
| 3Y | +38.0% | +70.1% | -32.0% | +7.1% |
| 5Y | +33.2% | +53.7% | -20.5% | +7.6% |
| All | +27.4% | +215.5% | -188.1% | -20.9% |
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