+329.1%
C vs VOO
+798.5%
-469.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.1% | -0.9% |
| 7D | -0.9% | +0.1% | -1.0% | -1.1% |
| 30D | -5.4% | -3.3% | -2.1% | -0.8% |
| 3M | -9.2% | -2.4% | -6.8% | -6.0% |
| 6M | -1.8% | +2.6% | -4.4% | -5.5% |
| YTD | +6.7% | +11.3% | -4.6% | -8.2% |
| 1Y | +23.5% | +13.4% | +10.1% | +3.4% |
| 3Y | +219.8% | +80.3% | +139.5% | +38.2% |
| 5Y | +112.4% | +72.7% | +39.7% | -4.3% |
| 10Y | +220.1% | +310.0% | -89.9% | -63.3% |
| All | +329.1% | +798.5% | -469.4% | -87.6% |
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