+62.3%
CASH vs VOO
+78.4%
-16.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -1.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +6.5% | -3.3% | +9.8% | +9.3% |
| 3M | -11.8% | -2.4% | -9.4% | -10.2% |
| 6M | -11.2% | +2.6% | -13.8% | -13.5% |
| YTD | +8.0% | +11.3% | -3.3% | -1.9% |
| 1Y | +11.7% | +13.4% | -1.7% | -0.2% |
| 3Y | +62.3% | +80.3% | -18.0% | -1.3% |
| All | +62.3% | +78.4% | -16.1% | -1.3% |
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