-10.8%
CAF price history and return analytics
+57.4%
-68.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +1.3% |
| 7D | +6.2% | +0.4% | +5.9% | +5.9% |
| 30D | -2.2% | -2.6% | +0.4% | -0.8% |
| 3M | -13.5% | -3.2% | -10.3% | -12.0% |
| 6M | -12.8% | +0.9% | -13.7% | -13.3% |
| YTD | -3.1% | +11.3% | -14.4% | -8.6% |
| 1Y | +2.1% | +14.0% | -11.9% | -5.0% |
| 3Y | +46.5% | +75.8% | -29.3% | +7.9% |
| 5Y | -10.8% | +57.8% | -68.7% | -31.4% |
| All | -10.8% | +57.4% | -68.2% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling