-100.0%
ANY vs VOO
+460.5%
-560.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +5.9% | +5.2% |
| 7D | -1.7% | +0.1% | -1.8% | -1.6% |
| 30D | -38.2% | -3.3% | -34.9% | -35.0% |
| 3M | -19.0% | -2.4% | -16.6% | -15.8% |
| 6M | -6.6% | +2.6% | -9.2% | -9.2% |
| YTD | -43.0% | +11.3% | -54.2% | -49.7% |
| 1Y | -72.3% | +13.4% | -85.7% | -76.1% |
| 3Y | -82.7% | +80.3% | -162.9% | -91.0% |
| 5Y | -99.7% | +72.7% | -172.4% | -99.8% |
| 10Y | -100.0% | +310.0% | -410.0% | -100.0% |
| All | -100.0% | +460.5% | -560.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling