-99.8%
CAPS vs VOO
+795.4%
-895.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.4% |
| 7D | -2.3% | -0.6% | -1.8% | -2.0% |
| 30D | -50.2% | -3.6% | -46.6% | -49.4% |
| 3M | -76.0% | -2.7% | -73.3% | -75.7% |
| 6M | -81.2% | +2.2% | -83.4% | -81.3% |
| YTD | +186.3% | +10.9% | +175.4% | +176.9% |
| 1Y | +88.3% | +11.3% | +77.0% | +82.0% |
| 3Y | -72.1% | +76.9% | -149.0% | -75.5% |
| 5Y | -86.9% | +73.5% | -160.4% | -88.5% |
| 10Y | -95.8% | +307.7% | -403.5% | -97.1% |
| All | -99.8% | +795.4% | -895.2% | -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