+192.4%
CASH vs VOO
+306.9%
-114.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.5% | -1.5% |
| 7D | -2.8% | -0.6% | -2.2% | -2.2% |
| 30D | +4.5% | -3.6% | +8.2% | +8.6% |
| 3M | -13.6% | -2.7% | -10.9% | -11.3% |
| 6M | -12.9% | +2.2% | -15.1% | -15.7% |
| YTD | +6.0% | +10.9% | -4.9% | -6.5% |
| 1Y | +8.7% | +11.3% | -2.6% | -4.5% |
| 3Y | +59.4% | +76.9% | -17.5% | -18.7% |
| 5Y | +18.1% | +73.5% | -55.4% | -38.0% |
| 10Y | +192.4% | +307.7% | -115.3% | -44.2% |
| All | +192.4% | +306.9% | -114.5% | -44.2% |
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