+729.3%
CASH vs VOO
+775.2%
-46.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.4% | +1.4% | +1.1% |
| 7D | 0.0% | -4.7% | +4.7% | +4.6% |
| 30D | +4.9% | -5.9% | +10.8% | +10.9% |
| 3M | -14.3% | -4.5% | -9.8% | -10.7% |
| 6M | -10.6% | +1.9% | -12.5% | -12.7% |
| YTD | +8.1% | +8.4% | -0.3% | -0.6% |
| 1Y | +13.8% | +9.5% | +4.3% | +3.6% |
| 3Y | +59.0% | +75.3% | -16.3% | -8.3% |
| 5Y | +25.7% | +67.9% | -42.1% | -23.9% |
| 10Y | +237.9% | +314.4% | -76.5% | +5.8% |
| All | +729.3% | +775.2% | -46.0% | +73.8% |
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