-28.9%
CAI price history and return analytics
+19.6%
-48.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | +0.1% |
| 7D | -2.9% | -1.1% | -1.8% | -1.5% |
| 30D | +9.3% | -1.0% | +10.3% | +10.9% |
| 3M | +35.2% | +3.2% | +32.1% | +29.6% |
| 6M | +30.7% | +12.5% | +18.2% | +9.4% |
| YTD | -9.8% | +14.1% | -23.8% | -24.5% |
| 1Y | -28.9% | +18.9% | -47.8% | -46.1% |
| All | -28.9% | +19.6% | -48.5% | -46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling