-3.7%
BULL vs VOO
+94.3%
-98.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.3% |
| 7D | +4.8% | +0.5% | +4.3% | +4.4% |
| 30D | +30.7% | -0.9% | +31.7% | +32.0% |
| 3M | +68.8% | +3.9% | +64.9% | +63.9% |
| 6M | +75.6% | +14.5% | +61.1% | +58.6% |
| YTD | +23.2% | +13.0% | +10.2% | +13.0% |
| 1Y | -28.5% | +19.4% | -48.0% | -36.3% |
| 3Y | -10.6% | +78.9% | -89.4% | -27.4% |
| All | -3.7% | +94.3% | -98.0% | -22.0% |
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 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