-87.2%
CABA vs VOO
+179.3%
-266.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.3% |
| 7D | -1.5% | +2.6% | -4.1% | -4.2% |
| 30D | -21.0% | -2.0% | -19.0% | -18.4% |
| 3M | -52.8% | -2.8% | -50.0% | -50.7% |
| 6M | -64.3% | +2.2% | -66.5% | -64.9% |
| YTD | -41.6% | +11.5% | -53.1% | -48.1% |
| 1Y | -45.3% | +13.5% | -58.8% | -52.4% |
| 3Y | -92.7% | +78.1% | -170.7% | -95.9% |
| 5Y | -90.0% | +73.1% | -163.1% | -94.0% |
| All | -87.2% | +179.3% | -266.5% | -93.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling