+158.1%
CAPL vs VOO
+315.3%
-157.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.1% |
| 7D | +0.7% | -0.4% | +1.1% | +0.9% |
| 30D | +2.7% | -1.4% | +4.0% | +3.5% |
| 3M | +7.9% | +3.7% | +4.2% | +5.3% |
| 6M | +8.9% | +13.0% | -4.2% | +0.6% |
| YTD | +21.1% | +12.4% | +8.6% | +12.0% |
| 1Y | +25.0% | +18.6% | +6.4% | +11.6% |
| 3Y | +58.6% | +78.1% | -19.5% | +6.8% |
| 5Y | +93.7% | +82.3% | +11.5% | +26.0% |
| 10Y | +158.1% | +322.5% | -164.5% | +1.6% |
| All | +158.1% | +315.3% | -157.2% | +1.6% |
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