+53.6%
CALY price history and return analytics
+356.5%
-302.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.5% |
| 7D | +1.6% | +2.4% | -0.7% | -1.2% |
| 30D | +26.3% | -1.5% | +27.8% | +28.6% |
| 3M | +3.6% | -4.1% | +7.8% | +9.0% |
| 6M | +11.5% | +0.6% | +10.9% | +10.3% |
| YTD | +46.5% | +11.0% | +35.5% | +29.3% |
| 1Y | +61.6% | +13.3% | +48.3% | +39.4% |
| 3Y | +69.8% | +73.4% | -3.6% | -9.2% |
| 5Y | -41.5% | +57.4% | -98.9% | -63.7% |
| 10Y | +43.1% | +221.7% | -178.7% | -56.2% |
| All | +53.6% | +356.5% | -302.9% | -65.0% |
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