+13.8%
HIGH vs VOO
+110.3%
-96.5%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -1.2% | -2.0% | +0.8% | -0.5% |
| 30D | -2.1% | -1.7% | -0.4% | -1.5% |
| 3M | +0.9% | +4.7% | -3.8% | -0.5% |
| 6M | +2.0% | +12.6% | -10.5% | -1.7% |
| YTD | -0.6% | +11.8% | -12.3% | -4.0% |
| 1Y | -2.0% | +17.5% | -19.5% | -6.8% |
| 3Y | +6.9% | +77.0% | -70.1% | -4.3% |
| All | +13.8% | +110.3% | -96.5% | +1.6% |
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