+853.3%
A vs VOO
+800.4%
+52.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | -0.5% | +2.6% | -3.0% | -3.3% |
| 30D | 0.0% | -2.0% | +2.0% | +2.3% |
| 3M | +16.7% | -2.8% | +19.5% | +20.5% |
| 6M | +54.8% | +2.2% | +52.7% | +50.6% |
| YTD | +28.8% | +11.5% | +17.3% | +13.2% |
| 1Y | +19.3% | +13.5% | +5.8% | +2.8% |
| 3Y | +65.5% | +78.1% | -12.5% | -15.9% |
| 5Y | +12.1% | +73.1% | -61.1% | -41.2% |
| 10Y | +305.4% | +310.7% | -5.4% | -33.6% |
| All | +853.3% | +800.4% | +52.8% | -53.8% |
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