+208.8%
C vs VOO
+306.9%
-98.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.7% |
| 7D | -0.4% | -0.6% | +0.2% | +0.4% |
| 30D | -5.2% | -3.6% | -1.5% | -0.6% |
| 3M | -9.1% | -2.7% | -6.4% | -5.8% |
| 6M | -1.6% | +2.2% | -3.8% | -4.4% |
| YTD | +6.9% | +10.9% | -3.9% | -6.1% |
| 1Y | +23.0% | +11.3% | +11.6% | +7.5% |
| 3Y | +216.1% | +76.9% | +139.2% | +53.5% |
| 5Y | +112.2% | +73.5% | +38.7% | +4.6% |
| 10Y | +208.8% | +307.7% | -98.9% | -53.7% |
| All | +208.8% | +306.9% | -98.1% | -53.7% |
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 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