+148.0%
ALL vs VOO
+72.0%
+76.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -1.4% |
| 7D | -3.9% | +0.1% | -3.9% | -4.0% |
| 30D | +10.6% | -3.3% | +13.9% | +12.1% |
| 3M | -4.6% | -2.4% | -2.2% | -3.7% |
| 6M | +20.2% | +2.6% | +17.6% | +18.0% |
| YTD | +23.7% | +11.3% | +12.4% | +16.3% |
| 1Y | +27.9% | +13.4% | +14.4% | +18.9% |
| 3Y | +109.2% | +80.3% | +28.9% | +47.0% |
| 5Y | +148.0% | +72.7% | +75.3% | +72.7% |
| All | +148.0% | +72.0% | +76.0% | +72.7% |
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 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