+125.3%
CABA vs VOO
+20.9%
+104.4%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.4% |
| 7D | +11.2% | +0.1% | +11.1% | +10.9% |
| 30D | +28.0% | +0.1% | +28.0% | +27.6% |
| 3M | -1.1% | +2.0% | -3.2% | -4.6% |
| 6M | +1.2% | +13.0% | -11.9% | -22.2% |
| YTD | +58.4% | +13.6% | +44.9% | +18.4% |
| 1Y | +125.3% | +20.1% | +105.2% | +53.7% |
| All | +125.3% | +20.9% | +104.4% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling