+59.4%
CAAP vs VOO
+207.5%
-148.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.3% | -0.2% |
| 7D | +5.7% | +0.1% | +5.7% | +5.6% |
| 30D | +2.1% | -3.3% | +5.4% | +5.5% |
| 3M | +3.8% | -2.4% | +6.2% | +6.2% |
| 6M | +3.2% | +2.6% | +0.6% | +0.7% |
| YTD | +0.1% | +11.3% | -11.2% | -9.4% |
| 1Y | +18.8% | +13.4% | +5.4% | +5.5% |
| 3Y | +128.5% | +80.3% | +48.3% | +30.1% |
| 5Y | +345.7% | +72.7% | +273.0% | +158.3% |
| All | +59.4% | +207.5% | -148.2% | -49.2% |
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