+56.6%
CALY price history and return analytics
+360.7%
-304.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -1.0% |
| 7D | +5.0% | -0.7% | +5.7% | +5.9% |
| 30D | +27.2% | -1.7% | +29.0% | +29.9% |
| 3M | +3.4% | -2.3% | +5.7% | +6.2% |
| 6M | +8.2% | +1.5% | +6.7% | +5.8% |
| YTD | +49.4% | +12.0% | +37.3% | +30.3% |
| 1Y | +68.4% | +12.9% | +55.5% | +46.0% |
| 3Y | +73.4% | +74.9% | -1.5% | -8.2% |
| 5Y | -40.5% | +59.9% | -100.4% | -63.8% |
| 10Y | +45.8% | +224.6% | -178.8% | -55.9% |
| All | +56.6% | +360.7% | -304.1% | -64.7% |
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