+65.2%
CAPR vs VOO
+12.1%
+53.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.6% | -6.4% |
| 7D | +5.9% | +2.6% | +3.3% | +3.5% |
| 30D | +44.6% | -2.0% | +46.6% | +48.1% |
| 3M | +126.4% | -2.8% | +129.1% | +133.4% |
| 6M | -68.6% | +2.2% | -70.7% | -69.4% |
| YTD | -67.0% | +11.5% | -78.5% | -73.3% |
| 1Y | +65.2% | +13.5% | +51.7% | +16.5% |
| All | +65.2% | +12.1% | +53.1% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling