-65.3%
CABA vs VT
+143.2%
-208.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +11.2% | +0.4% | +10.8% | +10.5% |
| 30D | +28.0% | +1.0% | +27.1% | +26.3% |
| 3M | -1.1% | +2.4% | -3.5% | -4.4% |
| 6M | +1.2% | +12.0% | -10.8% | -13.5% |
| YTD | +58.4% | +15.3% | +43.1% | +30.4% |
| 1Y | +125.3% | +22.6% | +102.7% | +73.0% |
| 3Y | -73.9% | +74.7% | -148.6% | -86.6% |
| 5Y | -68.6% | +66.1% | -134.8% | -82.2% |
| All | -65.3% | +143.2% | -208.5% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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