+42.9%
CABR price history and return analytics
+17.0%
+25.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +4.1% |
| 7D | -5.6% | -1.1% | -4.4% | -5.2% |
| 30D | -14.4% | -1.0% | -13.4% | -14.1% |
| 3M | +9.2% | +3.2% | +6.0% | +6.0% |
| 6M | +45.1% | +12.5% | +32.6% | +32.5% |
| YTD | +38.7% | +14.1% | +24.6% | +11.4% |
| All | +42.9% | +17.0% | +25.9% | -4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling