-91.2%
BEAT vs VOO
+75.1%
-166.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | -0.7% |
| 7D | -3.1% | -0.9% | -2.2% | -2.0% |
| 30D | -3.3% | -2.3% | -0.9% | -0.5% |
| 3M | -30.0% | -1.2% | -28.8% | -28.6% |
| 6M | -53.7% | +3.3% | -57.0% | -54.7% |
| YTD | -82.9% | +12.3% | -95.2% | -84.6% |
| 1Y | -76.1% | +12.5% | -88.6% | -78.7% |
| 3Y | -66.9% | +79.2% | -146.0% | -80.1% |
| 5Y | -91.2% | +75.7% | -166.9% | -94.3% |
| All | -91.2% | +75.1% | -166.4% | -94.3% |
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