-99.2%
CABO vs VT
+73.6%
-172.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | -0.5% | -14.9% | -15.0% |
| 7D | -23.0% | -0.1% | -22.9% | -22.9% |
| 30D | -66.3% | -3.1% | -63.3% | -65.6% |
| 3M | -89.5% | -3.5% | -86.0% | -89.2% |
| 6M | -94.0% | +0.5% | -94.5% | -94.0% |
| YTD | -96.7% | +10.8% | -107.5% | -96.9% |
| 1Y | -97.1% | +11.9% | -109.0% | -97.3% |
| All | -99.2% | +73.6% | -172.9% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling