-5.9%
CAAS price history and return analytics
+346.0%
-351.9%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | -3.5% | -2.3% | -1.2% | -1.8% |
| 30D | -4.8% | -5.0% | +0.1% | -1.2% |
| 3M | -8.2% | -4.9% | -3.3% | -4.8% |
| 6M | -9.4% | -1.5% | -7.8% | -8.8% |
| YTD | -2.6% | +8.5% | -11.1% | -9.0% |
| 1Y | -1.2% | +11.4% | -12.6% | -9.5% |
| 3Y | +38.0% | +70.1% | -32.0% | -8.5% |
| 5Y | +33.2% | +53.7% | -20.5% | -5.2% |
| 10Y | +27.4% | +220.0% | -192.5% | -52.9% |
| All | -5.9% | +346.0% | -351.9% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling