+249.0%
EOD vs VOO
+812.0%
-563.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | +1.7% | +0.5% | +1.1% | +1.3% |
| 30D | +0.8% | -0.9% | +1.7% | +1.5% |
| 3M | +5.6% | +3.9% | +1.7% | +2.5% |
| 6M | +14.8% | +14.5% | +0.3% | +3.9% |
| YTD | +20.0% | +13.0% | +7.0% | +9.6% |
| 1Y | +27.2% | +19.4% | +7.7% | +11.5% |
| 3Y | +103.4% | +78.9% | +24.5% | +32.2% |
| 5Y | +82.9% | +82.3% | +0.7% | +16.7% |
| 10Y | +200.7% | +314.2% | -113.6% | +2.8% |
| All | +249.0% | +812.0% | -563.0% | -34.3% |
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 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