-97.2%
CAPR vs VOO
+817.1%
-914.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -67.4% |
| 6M | -63.1% | +13.0% | -76.2% | -67.7% |
| YTD | -67.4% | +13.6% | -81.0% | -71.6% |
| 1Y | +58.2% | +20.1% | +38.2% | +30.7% |
| 3Y | +42.2% | +77.6% | -35.4% | -16.8% |
| 5Y | +87.3% | +82.4% | +4.8% | +5.5% |
| 10Y | -75.3% | +316.8% | -392.1% | -92.5% |
| All | -97.2% | +817.1% | -914.3% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling