-44.8%
CAL price history and return analytics
+221.4%
-266.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.5% |
| 7D | +2.5% | +1.0% | +1.5% | +1.0% |
| 30D | -17.0% | -0.2% | -16.8% | -16.7% |
| 3M | -11.3% | +4.5% | -15.8% | -16.9% |
| 6M | +14.8% | +14.1% | +0.7% | -4.6% |
| YTD | 0.0% | +14.8% | -14.8% | -17.5% |
| 1Y | -21.4% | +21.2% | -42.6% | -39.4% |
| 3Y | -55.0% | +76.6% | -131.6% | -79.4% |
| 5Y | -42.7% | +66.6% | -109.3% | -71.0% |
| 10Y | -44.8% | +222.3% | -267.1% | -86.1% |
| All | -44.8% | +221.4% | -266.2% | -86.1% |
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 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