+51.3%
CABR price history and return analytics
+18.3%
+33.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -9.4% | +0.4% | -9.8% | -9.5% |
| 30D | -19.2% | +1.0% | -20.2% | -19.6% |
| 3M | -1.6% | +2.4% | -3.9% | -2.7% |
| 6M | +24.8% | +12.0% | +12.7% | +22.1% |
| YTD | +46.9% | +15.3% | +31.5% | +17.4% |
| All | +51.3% | +18.3% | +33.0% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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