+216.1%
CASH vs VOO
+317.9%
-101.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -2.2% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | +6.5% | -3.3% | +9.8% | +10.3% |
| 3M | -11.8% | -2.4% | -9.4% | -9.7% |
| 6M | -11.2% | +2.6% | -13.8% | -14.4% |
| YTD | +8.0% | +11.3% | -3.3% | -5.1% |
| 1Y | +11.7% | +13.4% | -1.7% | -4.0% |
| 3Y | +62.3% | +80.3% | -18.0% | -19.0% |
| 5Y | +21.8% | +72.7% | -50.9% | -35.7% |
| 10Y | +216.1% | +310.0% | -93.9% | -40.0% |
| All | +216.1% | +317.9% | -101.8% | -40.0% |
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 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