-24.2%
AR vs VOO
+473.5%
-497.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | +14.8% | +0.1% | +14.7% | +14.6% |
| 3M | +6.2% | +2.0% | +4.2% | +3.2% |
| 6M | +4.3% | +13.0% | -8.7% | -10.4% |
| YTD | +14.4% | +13.6% | +0.8% | -2.6% |
| 1Y | +21.3% | +20.1% | +1.3% | -2.7% |
| 3Y | +39.8% | +77.6% | -37.8% | -27.5% |
| 5Y | +142.1% | +82.4% | +59.6% | +22.5% |
| 10Y | +52.0% | +316.8% | -264.8% | -68.0% |
| All | -24.2% | +473.5% | -497.7% | -86.7% |
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 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