+114.8%
ALL vs VOO
+82.3%
+32.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | -1.7% | +0.5% | -2.3% | -1.9% |
| 30D | -4.7% | -0.9% | -3.7% | -4.3% |
| 3M | +18.4% | +3.9% | +14.5% | +16.0% |
| 6M | +20.5% | +14.5% | +6.0% | +12.1% |
| YTD | +23.5% | +13.0% | +10.6% | +15.6% |
| 1Y | +29.0% | +19.4% | +9.6% | +16.8% |
| 3Y | +153.7% | +78.9% | +74.8% | +80.0% |
| 5Y | +114.8% | +82.3% | +32.5% | +45.3% |
| All | +114.8% | +82.3% | +32.5% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling