+33.3%
CABR vs VOO
+15.4%
+17.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.9% | -0.6% | -11.3% | -11.5% |
| 7D | -17.8% | +0.5% | -18.3% | -18.1% |
| 30D | -16.9% | -0.9% | -15.9% | -16.3% |
| 3M | -7.5% | +3.9% | -11.4% | -12.1% |
| 6M | +30.6% | +14.5% | +16.0% | +9.4% |
| YTD | +29.4% | +13.0% | +16.4% | +13.5% |
| All | +33.3% | +15.4% | +17.9% | -1.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling