-44.0%
BETA vs VOO
+13.7%
-57.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -3.3% |
| 7D | -1.3% | -0.4% | -1.0% | -0.3% |
| 30D | -15.2% | -1.4% | -13.8% | -11.6% |
| 3M | +22.3% | +3.7% | +18.6% | +10.6% |
| 6M | -6.6% | +13.0% | -19.6% | -34.5% |
| YTD | -28.6% | +12.4% | -41.0% | -49.8% |
| All | -44.0% | +13.7% | -57.8% | -62.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling