+238.4%
A vs VOO
+321.7%
-83.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -4.6% | -2.0% | -2.6% | -2.6% |
| 30D | -4.3% | -1.7% | -2.6% | -2.6% |
| 3M | +8.9% | +4.7% | +4.2% | +3.7% |
| 6M | +24.5% | +12.6% | +12.0% | +10.3% |
| YTD | +5.8% | +11.8% | -5.9% | -5.5% |
| 1Y | +16.2% | +17.5% | -1.3% | -1.4% |
| 3Y | +28.5% | +77.0% | -48.5% | -27.7% |
| 5Y | -16.3% | +82.6% | -98.9% | -54.2% |
| All | +238.4% | +321.7% | -83.3% | -26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling