+55.5%
AR vs VOO
+314.4%
-259.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.3% | +0.2% |
| 7D | +2.1% | -0.9% | +3.0% | +2.9% |
| 30D | +4.5% | -2.3% | +6.9% | +6.7% |
| 3M | +1.0% | -1.2% | +2.2% | +1.6% |
| 6M | +4.4% | +3.3% | +1.1% | -0.8% |
| YTD | +10.9% | +12.3% | -1.4% | -5.1% |
| 1Y | +8.6% | +12.5% | -3.9% | -7.3% |
| 3Y | +48.5% | +79.2% | -30.7% | -25.1% |
| 5Y | +95.7% | +75.7% | +20.1% | +1.2% |
| 10Y | +55.5% | +313.7% | -258.2% | -69.8% |
| All | +55.5% | +314.4% | -259.0% | -69.8% |
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