-21.0%
CBRL vs VOO
+77.8%
-98.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.0% |
| 7D | -2.7% | +0.5% | -3.2% | -3.1% |
| 30D | -8.7% | -0.9% | -7.8% | -8.0% |
| 3M | +55.0% | +3.9% | +51.1% | +48.6% |
| 6M | +81.6% | +14.5% | +67.1% | +57.3% |
| YTD | +112.0% | +13.0% | +99.0% | +86.7% |
| 1Y | +6.4% | +19.4% | -13.0% | -11.7% |
| All | -21.0% | +77.8% | -98.8% | -58.5% |
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