-84.1%
ACTU vs VOO
+46.3%
-130.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.9% | -6.9% |
| 7D | -11.0% | +0.5% | -11.6% | -11.6% |
| 30D | +24.0% | -0.9% | +24.9% | +25.0% |
| 3M | -24.7% | +3.9% | -28.6% | -28.2% |
| 6M | -52.1% | +14.5% | -66.6% | -58.6% |
| YTD | -77.6% | +13.0% | -90.6% | -80.3% |
| 1Y | -82.7% | +19.4% | -102.2% | -85.4% |
| All | -84.1% | +46.3% | -130.4% | -87.7% |
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