+9.4%
CALI price history and return analytics
+70.7%
-61.3%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | -0.2% | -1.1% | +0.9% | -0.2% |
| 30D | -0.3% | -1.0% | +0.7% | -0.2% |
| 3M | 0.0% | +3.2% | -3.1% | 0.0% |
| 6M | +0.5% | +12.5% | -12.0% | +0.3% |
| YTD | +1.0% | +14.1% | -13.1% | +0.9% |
| 1Y | +1.6% | +18.9% | -17.3% | +1.4% |
| 3Y | +9.0% | +74.1% | -65.1% | +8.3% |
| All | +9.4% | +70.7% | -61.3% | +8.6% |
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