-67.1%
CAPR vs VOO
+311.2%
-378.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.3% | -8.4% | -8.3% |
| 7D | +19.1% | +3.3% | +15.8% | +15.2% |
| 30D | +48.8% | -2.7% | +51.5% | +54.7% |
| 3M | +144.4% | -1.7% | +146.1% | +150.8% |
| 6M | -67.5% | +3.1% | -70.6% | -69.1% |
| YTD | -64.5% | +11.9% | -76.5% | -69.5% |
| 1Y | +74.4% | +12.1% | +62.4% | +49.7% |
| 3Y | +265.7% | +78.6% | +187.1% | +83.7% |
| 5Y | +196.0% | +73.8% | +122.2% | +51.1% |
| All | -67.1% | +311.2% | -378.3% | -93.7% |
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