+54.4%
CAML price history and return analytics
+72.6%
-18.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.3% |
| 7D | -0.4% | +0.4% | -0.7% | -0.7% |
| 30D | -7.4% | -2.6% | -4.8% | -4.4% |
| 3M | -6.9% | -3.2% | -3.7% | -3.2% |
| 6M | -1.1% | +0.9% | -2.0% | -1.9% |
| YTD | +1.2% | +11.3% | -10.1% | -10.3% |
| 1Y | +0.3% | +14.0% | -13.7% | -13.4% |
| 3Y | +53.0% | +75.8% | -22.8% | -17.3% |
| All | +54.4% | +72.6% | -18.2% | -15.6% |
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