-39.5%
CAL price history and return analytics
+223.7%
-263.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +3.1% |
| 7D | +0.1% | +0.4% | -0.2% | +0.2% |
| 30D | +12.2% | -2.6% | +14.8% | +17.1% |
| 3M | -5.9% | -3.2% | -2.6% | -0.7% |
| 6M | +1.6% | +0.9% | +0.7% | +1.4% |
| YTD | +13.5% | +11.3% | +2.2% | -1.7% |
| 1Y | +22.8% | +14.0% | +8.8% | +3.0% |
| 3Y | -45.8% | +75.8% | -121.7% | -75.0% |
| 5Y | -46.0% | +57.8% | -103.8% | -70.4% |
| 10Y | -39.5% | +219.8% | -259.3% | -82.5% |
| All | -39.5% | +223.7% | -263.2% | -82.5% |
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