-99.7%
CABO vs VOO
+72.0%
-171.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +1.2% |
| 7D | -19.5% | +0.1% | -19.5% | -19.6% |
| 30D | -60.2% | -3.3% | -56.9% | -59.1% |
| 3M | -88.1% | -2.4% | -85.7% | -87.9% |
| 6M | -92.9% | +2.6% | -95.5% | -93.0% |
| YTD | -96.1% | +11.3% | -107.4% | -96.4% |
| 1Y | -96.6% | +13.4% | -110.1% | -97.0% |
| 3Y | -99.2% | +80.3% | -179.4% | -99.5% |
| 5Y | -99.7% | +72.7% | -172.4% | -99.8% |
| All | -99.7% | +72.0% | -171.7% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling