+35.1%
CALY price history and return analytics
+226.9%
-191.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.6% |
| 7D | -2.7% | -2.0% | -0.7% | +0.2% |
| 30D | -9.3% | -1.4% | -7.9% | -7.4% |
| 3M | -6.0% | +4.7% | -10.7% | -12.5% |
| 6M | +12.1% | +11.4% | +0.7% | -4.9% |
| YTD | +31.0% | +13.1% | +18.0% | +8.8% |
| 1Y | +64.9% | +19.0% | +45.9% | +27.4% |
| 3Y | -7.3% | +73.9% | -81.2% | -58.2% |
| 5Y | -46.1% | +65.4% | -111.5% | -73.0% |
| All | +35.1% | +226.9% | -191.8% | -69.5% |
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