-99.8%
CAPS vs VOO
+777.9%
-877.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -14.4% | -2.7% | -11.7% | -13.5% |
| 30D | -54.8% | -5.4% | -49.4% | -53.7% |
| 3M | -76.5% | -4.1% | -72.5% | -76.1% |
| 6M | -83.8% | +0.7% | -84.5% | -83.8% |
| YTD | +160.3% | +8.7% | +151.5% | +153.4% |
| 1Y | +102.1% | +11.0% | +91.2% | +95.8% |
| 3Y | -74.7% | +75.5% | -150.1% | -77.6% |
| 5Y | -88.1% | +68.4% | -156.5% | -89.5% |
| 10Y | -95.3% | +315.7% | -410.9% | -96.7% |
| All | -99.8% | +777.9% | -877.7% | -99.9% |
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