+124.8%
CAPL vs VOO
+311.2%
-186.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.8% |
| 7D | +0.8% | +3.3% | -2.5% | -1.1% |
| 30D | -5.2% | -2.7% | -2.5% | -3.8% |
| 3M | -12.7% | -1.7% | -10.9% | -12.0% |
| 6M | -6.1% | +3.1% | -9.3% | -8.3% |
| YTD | +6.2% | +11.9% | -5.8% | -1.7% |
| 1Y | +4.3% | +12.1% | -7.8% | -3.6% |
| 3Y | +20.8% | +78.6% | -57.8% | -19.0% |
| 5Y | +59.5% | +73.8% | -14.3% | +7.3% |
| All | +124.8% | +311.2% | -186.4% | -14.9% |
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