+6.5%
D vs VOO
+82.3%
-75.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.8% |
| 7D | +0.8% | +0.5% | +0.2% | +0.6% |
| 30D | -0.7% | -0.9% | +0.2% | -0.4% |
| 3M | +2.1% | +3.9% | -1.8% | +0.7% |
| 6M | +6.8% | +14.5% | -7.7% | +1.7% |
| YTD | +16.5% | +13.0% | +3.6% | +11.4% |
| 1Y | +19.2% | +19.4% | -0.3% | +11.3% |
| 3Y | +61.9% | +78.9% | -17.0% | +25.5% |
| 5Y | +6.5% | +82.3% | -75.7% | -21.0% |
| All | +6.5% | +82.3% | -75.8% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling