+19.7%
COMP vs VOO
+9.9%
+9.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.3% | +10.4% | +10.0% |
| 7D | +13.4% | -2.7% | +16.2% | +21.3% |
| 30D | +11.1% | -5.4% | +16.5% | +27.0% |
| 3M | -18.8% | -4.1% | -14.8% | -10.0% |
| 6M | +10.5% | +0.7% | +9.8% | +8.3% |
| YTD | -3.4% | +8.7% | -12.1% | -20.5% |
| 1Y | +19.7% | +11.0% | +8.7% | -4.6% |
| All | +19.7% | +9.9% | +9.8% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling