-100.0%
ANY vs VOO
+315.3%
-415.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.6% |
| 7D | +10.5% | -0.4% | +10.9% | +11.2% |
| 30D | +18.0% | -1.4% | +19.4% | +20.6% |
| 3M | -22.2% | +3.7% | -25.9% | -25.6% |
| 6M | +33.0% | +13.0% | +19.9% | +14.5% |
| YTD | -18.8% | +12.4% | -31.2% | -29.4% |
| 1Y | -64.8% | +18.6% | -83.4% | -71.1% |
| 3Y | -83.8% | +78.1% | -161.8% | -91.2% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.7% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +315.3% | -415.3% | -100.0% |
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