-95.7%
CABO vs VT
+75.0%
-170.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.3% |
| 7D | -0.1% | +0.4% | -0.6% | -0.3% |
| 30D | -41.3% | +1.0% | -42.2% | -41.6% |
| 3M | -45.2% | +2.4% | -47.6% | -46.0% |
| 6M | -77.9% | +12.0% | -89.9% | -79.5% |
| YTD | -77.4% | +15.3% | -92.8% | -79.6% |
| 1Y | -84.1% | +22.6% | -106.7% | -86.3% |
| All | -95.7% | +75.0% | -170.7% | -97.6% |
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