-69.5%
BEAT vs VOO
+78.5%
-148.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.4% |
| 7D | -1.5% | +2.6% | -4.1% | -5.3% |
| 30D | +0.8% | -2.0% | +2.7% | +4.1% |
| 3M | -32.9% | -2.8% | -30.1% | -29.5% |
| 6M | -60.8% | +2.2% | -63.0% | -61.4% |
| YTD | -83.5% | +11.5% | -95.0% | -85.5% |
| 1Y | -74.8% | +13.5% | -88.3% | -78.6% |
| 3Y | -69.5% | +78.1% | -147.6% | -84.5% |
| All | -69.5% | +78.5% | -148.0% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling