+208.1%
C vs VOO
+75.5%
+132.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.1% |
| 7D | -2.4% | -2.7% | +0.3% | +1.0% |
| 30D | -6.0% | -5.4% | -0.6% | +0.8% |
| 3M | -10.5% | -4.1% | -6.5% | -5.8% |
| 6M | -5.7% | +0.7% | -6.5% | -6.7% |
| YTD | +4.1% | +8.7% | -4.6% | -6.3% |
| 1Y | +20.5% | +11.0% | +9.5% | +5.8% |
| 3Y | +208.1% | +75.5% | +132.7% | +71.7% |
| All | +208.1% | +75.5% | +132.6% | +71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling