-88.2%
CBAT vs VOO
+817.1%
-905.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.5% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +96.0% | +0.1% | +95.9% | +95.5% |
| 3M | +30.7% | +2.0% | +28.7% | +27.8% |
| 6M | -5.8% | +13.0% | -18.8% | -15.9% |
| YTD | +16.7% | +13.6% | +3.1% | +3.6% |
| 1Y | +5.4% | +20.1% | -14.7% | -10.8% |
| 3Y | +12.6% | +77.6% | -64.9% | -34.7% |
| 5Y | -68.5% | +82.4% | -150.9% | -81.7% |
| 10Y | -57.2% | +316.8% | -374.0% | -87.2% |
| All | -88.2% | +817.1% | -905.3% | -97.9% |
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