+124.1%
CAC price history and return analytics
+221.8%
-97.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +2.5% | +2.4% | +0.1% | +0.3% |
| 30D | +7.9% | -1.5% | +9.4% | +9.2% |
| 3M | +1.6% | -4.1% | +5.8% | +5.4% |
| 6M | +27.1% | +0.6% | +26.5% | +25.5% |
| YTD | +41.7% | +11.0% | +30.7% | +27.3% |
| 1Y | +55.9% | +13.3% | +42.5% | +37.3% |
| 3Y | +106.2% | +73.4% | +32.8% | +22.6% |
| 5Y | +46.8% | +57.4% | -10.6% | -5.2% |
| All | +124.1% | +221.8% | -97.6% | -31.3% |
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