-70.1%
BEAT vs VOO
+17.3%
-87.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.1% |
| 7D | -2.4% | -2.0% | -0.4% | +1.1% |
| 30D | -30.2% | -1.7% | -28.5% | -28.0% |
| 3M | -46.3% | +4.7% | -51.1% | -50.3% |
| 6M | -69.6% | +12.6% | -82.2% | -74.6% |
| YTD | -82.9% | +11.8% | -94.7% | -85.3% |
| 1Y | -70.1% | +17.5% | -87.6% | -74.7% |
| All | -70.1% | +17.3% | -87.4% | -74.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling