+18.6%
CAOS vs VOO
+96.5%
-77.9%
-3.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -0.8% | +3.3% | -4.1% | -0.7% |
| 30D | +0.1% | -2.7% | +2.8% | 0.0% |
| 3M | +1.0% | -1.7% | +2.7% | +0.9% |
| 6M | +0.8% | +3.1% | -2.3% | +0.9% |
| YTD | +1.7% | +11.9% | -10.3% | +2.1% |
| 1Y | +1.0% | +12.1% | -11.1% | +1.4% |
| 3Y | +10.3% | +78.6% | -68.3% | +3.5% |
| All | +18.6% | +96.5% | -77.9% | +4.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling