-25.6%
AR vs VOO
+465.2%
-490.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | +6.4% | +3.3% | +3.1% | +2.8% |
| 30D | +3.1% | -2.7% | +5.8% | +5.7% |
| 3M | +3.3% | -1.7% | +5.0% | +4.5% |
| 6M | +6.6% | +3.1% | +3.4% | +1.5% |
| YTD | +12.3% | +11.9% | +0.4% | -3.4% |
| 1Y | +12.3% | +12.1% | +0.3% | -3.5% |
| 3Y | +50.4% | +78.6% | -28.1% | -22.8% |
| 5Y | +101.0% | +73.8% | +27.2% | +6.5% |
| 10Y | +57.5% | +312.3% | -254.8% | -66.6% |
| All | -25.6% | +465.2% | -490.8% | -86.9% |
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