+338.1%
CAAP vs VOO
+82.3%
+255.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.6% |
| 7D | +4.6% | +0.5% | +4.1% | +4.2% |
| 30D | +0.1% | -0.9% | +1.0% | +0.8% |
| 3M | -0.1% | +3.9% | -4.0% | -2.6% |
| 6M | -1.2% | +14.5% | -15.8% | -9.8% |
| YTD | -3.4% | +13.0% | -16.4% | -10.9% |
| 1Y | +32.4% | +19.4% | +13.0% | +18.2% |
| 3Y | +84.6% | +78.9% | +5.7% | +34.7% |
| 5Y | +338.1% | +82.3% | +255.9% | +214.0% |
| All | +338.1% | +82.3% | +255.8% | +214.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling