+60.1%
CAML price history and return analytics
+77.9%
-17.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | +0.1% | +1.0% | -0.9% | -1.1% |
| 30D | -3.5% | -0.2% | -3.3% | -3.2% |
| 3M | +1.9% | +4.5% | -2.7% | -3.0% |
| 6M | +9.7% | +14.1% | -4.4% | -5.5% |
| YTD | +4.9% | +14.8% | -9.8% | -10.3% |
| 1Y | +4.6% | +21.2% | -16.6% | -16.0% |
| 3Y | +55.3% | +76.6% | -21.2% | -17.0% |
| All | +60.1% | +77.9% | -17.8% | -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