+158.1%
CBRL vs VOO
+806.9%
-648.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.4% |
| 7D | -5.9% | -0.9% | -5.0% | -5.1% |
| 30D | +13.0% | -2.3% | +15.3% | +15.4% |
| 3M | +18.5% | -1.2% | +19.6% | +19.7% |
| 6M | +112.6% | +3.3% | +109.3% | +104.2% |
| YTD | +166.7% | +12.3% | +154.3% | +137.0% |
| 1Y | +131.1% | +12.5% | +118.6% | +105.2% |
| 3Y | +10.2% | +79.2% | -69.0% | -37.2% |
| 5Y | -44.7% | +75.7% | -120.4% | -67.9% |
| 10Y | -33.1% | +313.7% | -346.8% | -81.4% |
| All | +158.1% | +806.9% | -648.8% | -66.2% |
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