-72.6%
CABA vs VOO
+179.9%
-252.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.1% |
| 7D | -21.3% | -2.0% | -19.3% | -19.2% |
| 30D | -1.8% | -1.7% | -0.1% | +0.2% |
| 3M | -9.9% | +4.7% | -14.6% | -14.9% |
| 6M | -17.5% | +12.6% | -30.0% | -28.3% |
| YTD | +25.1% | +11.8% | +13.4% | +9.8% |
| 1Y | +57.5% | +17.5% | +39.9% | +31.8% |
| 3Y | -80.2% | +77.0% | -157.2% | -89.0% |
| 5Y | -76.4% | +82.6% | -159.0% | -86.8% |
| All | -72.6% | +179.9% | -252.5% | -85.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling