-38.3%
BETA vs VOO
+14.9%
-53.2%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.4% | +7.1% | +7.8% |
| 7D | +10.1% | +0.1% | +10.0% | +9.7% |
| 30D | 0.0% | +0.1% | -0.1% | -0.2% |
| 3M | +22.4% | +2.0% | +20.4% | +16.6% |
| 6M | +9.8% | +13.0% | -3.2% | -23.1% |
| YTD | -21.3% | +13.6% | -34.9% | -46.4% |
| All | -38.3% | +14.9% | -53.2% | -60.1% |
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