+84.2%
ES vs VOO
+314.0%
-229.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | +1.4% | +0.5% | +0.9% | +1.1% |
| 30D | -1.2% | -0.9% | -0.2% | -0.7% |
| 3M | +5.0% | +3.9% | +1.1% | +2.5% |
| 6M | -2.8% | +14.5% | -17.4% | -10.4% |
| YTD | +8.6% | +13.0% | -4.4% | +0.7% |
| 1Y | +18.9% | +19.4% | -0.5% | +6.6% |
| 3Y | +32.1% | +78.9% | -46.7% | -8.9% |
| 5Y | -5.1% | +82.3% | -87.3% | -36.4% |
| 10Y | +84.2% | +314.2% | -230.0% | -29.8% |
| All | +84.2% | +314.0% | -229.8% | -29.8% |
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