+8.0%
CABR vs VOO
+15.8%
-7.7%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.8% | +1.6% | -28.4% | -27.7% |
| 7D | -19.6% | -0.7% | -18.9% | -19.2% |
| 30D | -20.4% | -1.1% | -19.3% | -19.5% |
| 3M | -42.3% | -0.3% | -42.0% | -42.1% |
| 6M | -9.3% | +7.4% | -16.6% | -17.7% |
| YTD | +4.9% | +13.4% | -8.5% | -8.1% |
| All | +8.0% | +15.8% | -7.7% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling