+318.8%
C vs VOO
+777.9%
-459.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.1% |
| 7D | -2.4% | -2.7% | +0.3% | +1.5% |
| 30D | -6.0% | -5.4% | -0.6% | +1.6% |
| 3M | -10.5% | -4.1% | -6.5% | -5.2% |
| 6M | -5.7% | +0.7% | -6.5% | -6.9% |
| YTD | +4.1% | +8.7% | -4.6% | -7.4% |
| 1Y | +20.5% | +11.0% | +9.5% | +4.1% |
| 3Y | +208.1% | +75.5% | +132.7% | +38.4% |
| 5Y | +110.4% | +68.4% | +42.1% | -1.7% |
| 10Y | +234.6% | +315.7% | -81.1% | -62.8% |
| All | +318.8% | +777.9% | -459.0% | -87.5% |
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