+725.5%
A vs VOO
+817.1%
-91.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -1.9% | +0.1% | -2.0% | -2.1% |
| 30D | +6.9% | +0.1% | +6.9% | +6.9% |
| 3M | +9.2% | +2.0% | +7.2% | +6.4% |
| 6M | +25.7% | +13.0% | +12.6% | +8.8% |
| YTD | +11.5% | +13.6% | -2.0% | -4.0% |
| 1Y | +18.4% | +20.1% | -1.7% | -4.5% |
| 3Y | +26.6% | +77.6% | -51.0% | -35.5% |
| 5Y | -12.8% | +82.4% | -95.3% | -57.0% |
| 10Y | +247.2% | +316.8% | -69.7% | -44.0% |
| All | +725.5% | +817.1% | -91.6% | -60.8% |
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