-78.8%
BEAT vs VOO
+77.0%
-155.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.2% |
| 7D | -6.9% | -0.4% | -6.5% | -6.5% |
| 30D | -23.7% | -1.4% | -22.3% | -22.1% |
| 3M | -46.8% | +3.7% | -50.5% | -49.3% |
| 6M | -71.7% | +13.0% | -84.7% | -76.0% |
| YTD | -82.5% | +12.4% | -95.0% | -85.0% |
| 1Y | -68.5% | +18.6% | -87.1% | -75.0% |
| All | -78.8% | +77.0% | -155.8% | -89.6% |
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