+129.3%
CAPL price history and return analytics
+224.4%
-95.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.1% |
| 7D | 0.0% | -0.7% | +0.7% | +0.4% |
| 30D | -3.7% | -1.7% | -2.0% | -2.8% |
| 3M | -7.5% | -2.3% | -5.2% | -6.3% |
| 6M | -6.2% | +1.5% | -7.8% | -7.9% |
| YTD | +8.3% | +12.0% | -3.7% | -1.5% |
| 1Y | +7.7% | +12.9% | -5.2% | -2.7% |
| 3Y | +23.2% | +74.9% | -51.7% | -21.7% |
| 5Y | +64.5% | +59.9% | +4.6% | +11.1% |
| 10Y | +129.3% | +224.6% | -95.3% | -12.5% |
| All | +129.3% | +224.4% | -95.0% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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