-70.9%
CABA vs VOO
+181.6%
-252.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.5% | -10.6% | -10.5% |
| 7D | -18.5% | -0.4% | -18.1% | -18.1% |
| 30D | +3.9% | -1.4% | +5.3% | +5.6% |
| 3M | -9.6% | +3.7% | -13.3% | -13.7% |
| 6M | -11.0% | +13.0% | -24.0% | -23.1% |
| YTD | +32.9% | +12.4% | +20.4% | +15.7% |
| 1Y | +77.4% | +18.6% | +58.8% | +46.9% |
| 3Y | -79.0% | +78.1% | -157.1% | -88.4% |
| 5Y | -74.5% | +82.3% | -156.8% | -85.8% |
| All | -70.9% | +181.6% | -252.5% | -84.5% |
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