+200.7%
CACC price history and return analytics
+229.8%
-29.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.3% |
| 7D | -0.1% | -1.1% | +1.0% | +1.3% |
| 30D | +4.7% | -1.0% | +5.7% | +5.9% |
| 3M | +10.1% | +3.2% | +6.9% | +5.7% |
| 6M | +20.9% | +12.5% | +8.4% | +4.0% |
| YTD | +36.3% | +14.1% | +22.2% | +15.2% |
| 1Y | +15.1% | +18.9% | -3.8% | -7.2% |
| 3Y | +23.4% | +74.1% | -50.7% | -37.2% |
| 5Y | +0.5% | +66.9% | -66.4% | -45.4% |
| All | +200.7% | +229.8% | -29.0% | -24.0% |
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