-65.3%
CABA vs VOO
+184.4%
-249.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | +11.2% | +0.1% | +11.1% | +11.0% |
| 30D | +28.0% | +0.1% | +28.0% | +27.8% |
| 3M | -1.1% | +2.0% | -3.2% | -3.6% |
| 6M | +1.2% | +13.0% | -11.9% | -12.6% |
| YTD | +58.4% | +13.6% | +44.9% | +36.2% |
| 1Y | +125.3% | +20.1% | +105.2% | +83.6% |
| 3Y | -73.9% | +77.6% | -151.5% | -85.6% |
| 5Y | -68.6% | +82.4% | -151.1% | -82.5% |
| All | -65.3% | +184.4% | -249.7% | -81.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling