+211.9%
B vs VOO
+315.3%
-103.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.3% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | +9.5% | -1.4% | +10.9% | +10.2% |
| 3M | +14.3% | +3.7% | +10.6% | +12.7% |
| 6M | -1.9% | +13.0% | -14.9% | -6.3% |
| YTD | +4.1% | +12.4% | -8.4% | -0.3% |
| 1Y | +56.1% | +18.6% | +37.5% | +46.8% |
| 3Y | +202.0% | +78.1% | +123.9% | +145.7% |
| 5Y | +158.8% | +82.3% | +76.5% | +106.3% |
| 10Y | +211.9% | +322.5% | -110.6% | +90.4% |
| All | +211.9% | +315.3% | -103.4% | +90.4% |
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