+19.8%
B vs VOO
+795.4%
-775.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -6.0% |
| 7D | +7.1% | -0.6% | +7.7% | +7.4% |
| 30D | -3.3% | -3.6% | +0.3% | -1.7% |
| 3M | -2.5% | -2.7% | +0.2% | -1.2% |
| 6M | -7.2% | +2.2% | -9.5% | -7.7% |
| YTD | -7.4% | +10.9% | -18.3% | -10.6% |
| 1Y | +16.4% | +11.3% | +5.1% | +12.2% |
| 3Y | +178.7% | +76.9% | +101.8% | +125.9% |
| 5Y | +121.7% | +73.5% | +48.2% | +79.0% |
| 10Y | +208.6% | +307.7% | -99.1% | +79.3% |
| All | +19.8% | +795.4% | -775.6% | -55.5% |
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