+4.3%
CBRL vs VOO
+18.9%
-14.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -6.7% | -0.4% | -6.3% | -6.5% |
| 30D | -8.8% | -1.4% | -7.4% | -8.3% |
| 3M | +41.6% | +3.7% | +37.9% | +38.6% |
| 6M | +78.3% | +13.0% | +65.2% | +60.2% |
| YTD | +105.5% | +12.4% | +93.0% | +86.4% |
| 1Y | +4.3% | +18.6% | -14.3% | -10.7% |
| All | +4.3% | +18.9% | -14.6% | -10.7% |
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 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