+0.8%
III vs VOO
+21.4%
-20.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +0.9% | +1.1% |
| 7D | +1.8% | +0.3% | +1.5% | +1.5% |
| 30D | +17.1% | +0.2% | +16.9% | +16.9% |
| 3M | +19.7% | +2.8% | +16.9% | +17.0% |
| 6M | +10.0% | +14.3% | -4.3% | -6.2% |
| YTD | -9.3% | +14.0% | -23.3% | -21.6% |
| All | +0.8% | +21.4% | -20.6% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling