+214.7%
CAPR vs VOO
+75.5%
+139.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.3% |
| 7D | +41.1% | -2.7% | +43.8% | +46.0% |
| 30D | +11.1% | -5.4% | +16.5% | +19.1% |
| 3M | +115.3% | -4.1% | +119.4% | +126.5% |
| 6M | -73.8% | +0.7% | -74.6% | -74.7% |
| YTD | -68.8% | +8.7% | -77.5% | -73.0% |
| 1Y | +43.3% | +11.0% | +32.4% | +20.4% |
| 3Y | +214.7% | +75.5% | +139.2% | +65.2% |
| All | +214.7% | +75.5% | +139.2% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling