The voltage limitation does not correlate to the limitation of capacity.
Cell string at zero is 3V. Cell string at 100% is about 4.2V.
A 10% reduction in string voltage would be about 3.8V. that would equate to a capacity reduction of approx 30%.
I do believe some card have had capacity restored with new updates and many charges over time. In my case the improvement is very small, so I can't say for sure.
I also believe some cars do not have their capacity restored. In this case, SMT should show the string voltage to be well under 4.2V, and I think Tesla owes those cars a new pack.