-77.4%
CAPR vs VOO
+314.0%
-391.4%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.1% | -2.9% |
| 7D | -9.5% | +0.5% | -10.0% | -10.2% |
| 30D | +121.5% | -0.9% | +122.5% | +124.1% |
| 3M | -65.4% | +3.9% | -69.3% | -67.5% |
| 6M | -67.5% | +14.5% | -82.1% | -72.9% |
| YTD | -68.6% | +13.0% | -81.6% | -73.4% |
| 1Y | +42.7% | +19.4% | +23.2% | +12.9% |
| 3Y | +43.4% | +78.9% | -35.5% | -28.5% |
| 5Y | +86.0% | +82.3% | +3.8% | -11.4% |
| 10Y | -77.4% | +314.2% | -391.6% | -96.1% |
| All | -77.4% | +314.0% | -391.4% | -96.1% |
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