+5.5%
CBAT vs VOO
+11.8%
-6.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.3% | -8.2% | -8.3% |
| 7D | -5.9% | +3.3% | -9.2% | -7.6% |
| 30D | -21.3% | -2.7% | -18.6% | -20.0% |
| 3M | +21.5% | -1.7% | +23.3% | +22.6% |
| 6M | +21.5% | +3.1% | +18.4% | +18.0% |
| YTD | +14.3% | +11.9% | +2.3% | +2.1% |
| 1Y | +5.5% | +12.1% | -6.6% | -6.1% |
| All | +5.5% | +11.8% | -6.3% | -6.1% |
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