+191.3%
D vs VOO
+817.1%
-625.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -3.6% | +0.1% | -3.6% | -3.6% |
| 3M | -1.0% | +2.0% | -3.0% | -2.3% |
| 6M | +6.3% | +13.0% | -6.8% | -0.9% |
| YTD | +14.7% | +13.6% | +1.1% | +6.5% |
| 1Y | +16.9% | +20.1% | -3.1% | +5.0% |
| 3Y | +56.8% | +77.6% | -20.8% | +10.6% |
| 5Y | +5.2% | +82.4% | -77.2% | -28.1% |
| 10Y | +35.9% | +316.8% | -281.0% | -44.6% |
| All | +191.3% | +817.1% | -625.8% | -27.0% |
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 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