+50.3%
CAF price history and return analytics
+222.7%
-172.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -4.8% | -0.7% | -4.1% | -4.4% |
| 3M | -3.8% | +4.0% | -7.8% | -6.2% |
| 6M | +4.7% | +12.3% | -7.6% | -2.8% |
| YTD | +7.0% | +14.0% | -7.1% | -1.7% |
| 1Y | +20.8% | +20.3% | +0.5% | +7.3% |
| 3Y | +57.7% | +75.4% | -17.7% | +9.2% |
| 5Y | -1.5% | +66.0% | -67.4% | -29.9% |
| 10Y | +50.3% | +228.2% | -177.9% | -34.9% |
| All | +50.3% | +222.7% | -172.3% | -34.9% |
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