+27.5%
CBAT vs VOO
+78.5%
-51.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.6% | +6.5% |
| 7D | -2.9% | +2.6% | -5.4% | -4.2% |
| 30D | -16.4% | -2.0% | -14.4% | -15.3% |
| 3M | +37.8% | -2.8% | +40.6% | +40.1% |
| 6M | +29.1% | +2.2% | +26.9% | +27.1% |
| YTD | +21.4% | +11.5% | +9.9% | +13.0% |
| 1Y | +13.3% | +13.5% | -0.2% | +4.4% |
| 3Y | +27.5% | +78.1% | -50.6% | +24.7% |
| All | +27.5% | +78.5% | -51.0% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling