-67.2%
CBAT vs VOO
+67.9%
-135.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.6% |
| 7D | -5.4% | -2.7% | -2.7% | -2.5% |
| 30D | 0.0% | -5.4% | +5.4% | +5.7% |
| 3M | +75.0% | -4.1% | +79.1% | +81.8% |
| 6M | +32.9% | +0.7% | +32.2% | +30.9% |
| YTD | +25.0% | +8.7% | +16.3% | +13.5% |
| 1Y | +16.7% | +11.0% | +5.7% | +3.7% |
| 3Y | +29.6% | +75.5% | -45.8% | -34.8% |
| All | -67.2% | +67.9% | -135.1% | -79.3% |
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 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