-96.5%
CAPS vs VOO
+309.6%
-406.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | -8.4% | +2.6% | -11.0% | -9.3% |
| 30D | -51.7% | -2.0% | -49.7% | -51.1% |
| 3M | -73.6% | -2.8% | -70.9% | -73.3% |
| 6M | -81.3% | +2.2% | -83.5% | -81.4% |
| YTD | +138.4% | +11.5% | +126.8% | +129.4% |
| 1Y | +68.9% | +13.5% | +55.4% | +61.9% |
| 3Y | -76.8% | +78.1% | -154.9% | -79.4% |
| 5Y | -89.1% | +73.1% | -162.3% | -90.3% |
| All | -96.5% | +309.6% | -406.2% | -97.7% |
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