-97.6%
CAPS vs VOO
+79.1%
-176.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.3% |
| 7D | -5.9% | +0.5% | -6.5% | -6.3% |
| 30D | -36.2% | -0.9% | -35.2% | -35.8% |
| 3M | -44.2% | +3.9% | -48.0% | -45.9% |
| 6M | -71.2% | +14.5% | -85.7% | -74.0% |
| YTD | -75.5% | +13.0% | -88.5% | -77.8% |
| 1Y | -84.6% | +19.4% | -104.0% | -86.6% |
| 3Y | -97.6% | +78.9% | -176.5% | -98.0% |
| All | -97.6% | +79.1% | -176.7% | -98.0% |
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