-47.9%
BULL vs VOO
+91.8%
-139.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.8% |
| 7D | +5.3% | +2.6% | +2.7% | +2.8% |
| 30D | -14.7% | -2.0% | -12.7% | -12.7% |
| 3M | -34.8% | -2.8% | -32.1% | -32.7% |
| 6M | -26.8% | +2.2% | -29.0% | -27.3% |
| YTD | -33.3% | +11.5% | -44.9% | -37.7% |
| 1Y | -42.5% | +13.5% | -56.0% | -46.8% |
| 3Y | -52.1% | +78.1% | -130.2% | -60.4% |
| All | -47.9% | +91.8% | -139.7% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling