+368.4%
ALL vs VOO
+306.9%
+61.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.1% |
| 7D | -0.1% | -0.6% | +0.4% | +0.1% |
| 30D | +13.8% | -3.6% | +17.5% | +16.5% |
| 3M | -2.8% | -2.7% | 0.0% | -1.2% |
| 6M | +23.7% | +2.2% | +21.4% | +20.4% |
| YTD | +27.3% | +10.9% | +16.4% | +16.1% |
| 1Y | +30.5% | +11.3% | +19.2% | +18.6% |
| 3Y | +113.0% | +76.9% | +36.1% | +31.5% |
| 5Y | +157.6% | +73.5% | +84.1% | +59.4% |
| 10Y | +368.4% | +307.7% | +60.7% | +44.4% |
| All | +368.4% | +306.9% | +61.5% | +44.4% |
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 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