+52.3%
III vs VOO
+325.3%
-273.0%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.5% |
| 7D | 0.0% | -0.8% | +0.8% | +0.8% |
| 30D | +1.7% | -1.1% | +2.7% | +2.8% |
| 3M | +22.3% | +3.9% | +18.4% | +17.1% |
| 6M | +29.0% | +13.6% | +15.4% | +12.3% |
| YTD | -7.4% | +12.7% | -20.1% | -18.4% |
| 1Y | +3.0% | +17.6% | -14.6% | -13.0% |
| 3Y | +24.3% | +77.3% | -53.0% | -33.2% |
| 5Y | -19.0% | +84.1% | -103.1% | -58.0% |
| All | +52.3% | +325.3% | -273.0% | -64.9% |
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