-99.7%
CAPS vs VOO
+315.3%
-415.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -5.3% | -0.4% | -4.9% | -5.2% |
| 30D | -37.9% | -1.4% | -36.6% | -37.7% |
| 3M | -41.9% | +3.7% | -45.7% | -42.5% |
| 6M | -71.4% | +13.0% | -84.5% | -72.4% |
| YTD | -75.3% | +12.4% | -87.8% | -76.1% |
| 1Y | -84.1% | +18.6% | -102.7% | -84.8% |
| 3Y | -97.6% | +78.1% | -175.7% | -97.9% |
| 5Y | -99.2% | +82.3% | -181.4% | -99.3% |
| 10Y | -99.7% | +322.5% | -422.3% | -99.8% |
| All | -99.7% | +315.3% | -415.1% | -99.8% |
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