-10.2%
DOW vs VOO
+200.4%
-210.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.5% |
| 7D | -2.4% | -2.0% | -0.4% | -0.2% |
| 30D | -4.1% | -1.7% | -2.4% | -2.5% |
| 3M | -12.4% | +4.7% | -17.2% | -17.5% |
| 6M | -10.6% | +12.6% | -23.2% | -23.4% |
| YTD | +31.1% | +11.8% | +19.3% | +13.3% |
| 1Y | +30.5% | +17.5% | +13.0% | +6.8% |
| 3Y | -34.4% | +77.0% | -111.4% | -66.4% |
| 5Y | -35.5% | +82.6% | -118.1% | -68.8% |
| All | -10.2% | +200.4% | -210.6% | -75.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling