+92.6%
CAPR vs VOO
+82.6%
+10.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | -2.0% | +0.1% | -2.1% | -2.2% |
| 30D | +139.2% | +0.1% | +139.1% | +139.0% |
| 3M | -66.4% | +2.0% | -68.4% | -67.5% |
| 6M | -63.1% | +13.0% | -76.2% | -68.1% |
| YTD | -67.4% | +13.6% | -81.0% | -72.0% |
| 1Y | +58.2% | +20.1% | +38.2% | +28.5% |
| 3Y | +42.2% | +77.6% | -35.4% | -16.7% |
| All | +92.6% | +82.6% | +10.0% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling