+35.1%
B vs VOO
+817.1%
-782.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +9.4% | +0.1% | +9.4% | +9.5% |
| 3M | +5.0% | +2.0% | +3.0% | +4.3% |
| 6M | -3.5% | +13.0% | -16.6% | -7.9% |
| YTD | +4.5% | +13.6% | -9.1% | -0.3% |
| 1Y | +67.8% | +20.1% | +47.7% | +56.9% |
| 3Y | +196.7% | +77.6% | +119.1% | +139.4% |
| 5Y | +151.9% | +82.4% | +69.5% | +99.2% |
| 10Y | +202.2% | +316.8% | -114.7% | +73.8% |
| All | +35.1% | +817.1% | -782.0% | -50.3% |
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