-45.3%
CABA vs VOO
+12.1%
-57.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.1% |
| 7D | -1.5% | +2.6% | -4.1% | -5.3% |
| 30D | -21.0% | -2.0% | -19.0% | -17.9% |
| 3M | -52.8% | -2.8% | -50.0% | -50.3% |
| 6M | -64.3% | +2.2% | -66.5% | -64.8% |
| YTD | -41.6% | +11.5% | -53.1% | -51.3% |
| 1Y | -45.3% | +13.5% | -58.8% | -56.3% |
| All | -45.3% | +12.1% | -57.4% | -56.3% |
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 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