+36.9%
CABR price history and return analytics
+15.9%
+20.9%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +2.1% |
| 7D | -10.2% | -2.0% | -8.2% | -9.6% |
| 30D | -22.4% | -1.4% | -21.0% | -22.1% |
| 3M | +3.6% | +4.7% | -1.1% | -1.8% |
| 6M | +33.3% | +11.4% | +22.0% | +22.8% |
| YTD | +32.9% | +13.1% | +19.8% | +7.0% |
| All | +36.9% | +15.9% | +20.9% | -8.5% |
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