-91.3%
BEAT vs VOO
+75.8%
-167.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.9% |
| 7D | -4.9% | -0.8% | -4.1% | -4.1% |
| 30D | -29.0% | -1.1% | -27.9% | -28.2% |
| 3M | -46.4% | +3.9% | -50.3% | -48.4% |
| 6M | -70.1% | +13.6% | -83.8% | -73.7% |
| YTD | -83.1% | +12.7% | -95.8% | -84.9% |
| 1Y | -71.4% | +17.6% | -89.0% | -75.7% |
| 3Y | -79.5% | +77.3% | -156.8% | -87.7% |
| All | -91.3% | +75.8% | -167.1% | -94.4% |
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