-90.5%
BEAT vs VOO
+76.1%
-166.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.8% |
| 7D | -2.2% | +0.5% | -2.7% | -2.9% |
| 30D | -15.1% | -0.9% | -14.1% | -14.2% |
| 3M | -45.1% | +3.9% | -49.0% | -47.1% |
| 6M | -68.2% | +14.5% | -82.8% | -72.2% |
| YTD | -81.5% | +13.0% | -94.4% | -83.5% |
| 1Y | -67.0% | +19.4% | -86.5% | -72.5% |
| 3Y | -78.1% | +78.9% | -156.9% | -86.9% |
| All | -90.5% | +76.1% | -166.6% | -93.9% |
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