-22.3%
III vs VOO
+72.9%
-95.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | +2.0% | -0.6% | +2.6% | +2.4% |
| 30D | +5.9% | -3.6% | +9.5% | +9.3% |
| 3M | +19.4% | -2.7% | +22.1% | +22.2% |
| 6M | +54.7% | +2.2% | +52.4% | +50.3% |
| YTD | +9.4% | +10.9% | -1.5% | -1.4% |
| 1Y | +22.6% | +11.3% | +11.2% | +10.1% |
| 3Y | +66.8% | +76.9% | -10.1% | -7.1% |
| All | -22.3% | +72.9% | -95.3% | -55.3% |
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