+639.3%
CALM price history and return analytics
+355.4%
+283.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.3% |
| 7D | +1.4% | -0.1% | +1.5% | +1.6% |
| 30D | +4.3% | -3.1% | +7.3% | +6.0% |
| 3M | -18.2% | -3.5% | -14.7% | -16.7% |
| 6M | -11.8% | +0.5% | -12.3% | -12.6% |
| YTD | -14.6% | +10.8% | -25.3% | -20.0% |
| 1Y | -23.3% | +11.9% | -35.2% | -28.7% |
| 3Y | +55.7% | +73.0% | -17.3% | +12.1% |
| 5Y | +137.9% | +58.6% | +79.3% | +77.1% |
| 10Y | +124.4% | +219.2% | -94.8% | +3.3% |
| All | +639.3% | +355.4% | +283.9% | +192.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling