+23.4%
CAAS price history and return analytics
+217.6%
-194.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -8.3% | -3.1% | -5.2% | -6.9% |
| 3M | -11.4% | -3.5% | -7.9% | -9.9% |
| 6M | -8.7% | +0.5% | -9.1% | -9.1% |
| YTD | -3.5% | +10.8% | -14.3% | -8.5% |
| 1Y | -2.4% | +11.9% | -14.3% | -7.9% |
| 3Y | +45.6% | +73.0% | -27.4% | +12.0% |
| 5Y | +34.8% | +58.6% | -23.8% | +7.4% |
| 10Y | +23.4% | +219.2% | -195.8% | -22.5% |
| All | +23.4% | +217.6% | -194.3% | -22.5% |
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