+869.7%
A vs VOO
+806.9%
+62.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -2.0% |
| 7D | -0.1% | -0.9% | +0.8% | +0.8% |
| 30D | +3.3% | -2.3% | +5.6% | +6.1% |
| 3M | +18.5% | -1.2% | +19.7% | +20.1% |
| 6M | +59.3% | +3.3% | +56.0% | +53.0% |
| YTD | +31.0% | +12.3% | +18.7% | +14.2% |
| 1Y | +19.3% | +12.5% | +6.8% | +3.9% |
| 3Y | +66.8% | +79.2% | -12.4% | -15.8% |
| 5Y | +15.5% | +75.7% | -60.2% | -40.4% |
| 10Y | +312.3% | +313.7% | -1.3% | -33.1% |
| All | +869.7% | +806.9% | +62.8% | -53.4% |
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