+36.9%
CABR vs VOO
+14.2%
+22.7%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.2% |
| 7D | -10.2% | -2.0% | -8.3% | -8.9% |
| 30D | -22.4% | -1.7% | -20.8% | -21.5% |
| 3M | +3.6% | +4.7% | -1.1% | -3.8% |
| 6M | +33.3% | +12.6% | +20.8% | +16.7% |
| YTD | +32.9% | +11.8% | +21.1% | +17.4% |
| All | +36.9% | +14.2% | +22.7% | +1.8% |
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