+509.4%
CAC price history and return analytics
+374.2%
+135.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.7% | +0.4% | +2.2% | +2.2% |
| 30D | -2.0% | +1.0% | -3.0% | -3.1% |
| 3M | +16.4% | +2.4% | +14.0% | +12.7% |
| 6M | +25.1% | +12.0% | +13.1% | +9.8% |
| YTD | +37.6% | +15.3% | +22.2% | +16.9% |
| 1Y | +47.1% | +22.6% | +24.5% | +16.9% |
| 3Y | +99.1% | +74.7% | +24.5% | +8.0% |
| 5Y | +53.3% | +66.1% | -12.9% | -14.9% |
| 10Y | +167.6% | +225.0% | -57.4% | -31.3% |
| All | +509.4% | +374.2% | +135.2% | -4.2% |
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