-20.8%
BETA vs VOO
+12.6%
-33.4%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +2.8% | -1.2% |
| 7D | +39.9% | +0.1% | +39.9% | +39.2% |
| 30D | +35.9% | -3.3% | +39.3% | +49.2% |
| 3M | +21.3% | -2.4% | +23.7% | +29.7% |
| 6M | +52.7% | +2.6% | +50.1% | +41.8% |
| YTD | +1.1% | +11.3% | -10.2% | -27.1% |
| 1Y | -10.9% | +13.4% | -24.3% | -40.8% |
| All | -20.8% | +12.6% | -33.4% | -45.7% |
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