+79.0%
EQTY vs VOO
+103.8%
-24.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -2.8% | -1.4% | -1.5% | -1.6% |
| 3M | +4.7% | +3.7% | +1.0% | +1.1% |
| 6M | +8.1% | +13.0% | -4.9% | -3.7% |
| YTD | +7.6% | +12.4% | -4.8% | -3.7% |
| 1Y | +12.1% | +18.6% | -6.5% | -4.6% |
| 3Y | +56.7% | +78.1% | -21.4% | -12.1% |
| All | +79.0% | +103.8% | -24.8% | -12.7% |
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