+17.1%
D vs VOO
+12.0%
+5.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +2.4% | -0.6% | +3.0% | +2.4% |
| 30D | +10.9% | -3.6% | +14.6% | +10.6% |
| 3M | +2.8% | -2.7% | +5.6% | +2.6% |
| 6M | +12.7% | +2.2% | +10.5% | +13.0% |
| YTD | +20.3% | +10.9% | +9.4% | +20.4% |
| 1Y | +17.1% | +11.3% | +5.8% | +17.3% |
| All | +17.1% | +12.0% | +5.1% | +17.3% |
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 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