+426.7%
III vs VOO
+806.9%
-380.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +1.1% |
| 7D | +3.1% | -0.9% | +4.0% | +3.9% |
| 30D | +7.9% | -2.3% | +10.3% | +10.1% |
| 3M | +22.6% | -1.2% | +23.8% | +23.7% |
| 6M | +54.4% | +3.3% | +51.1% | +48.6% |
| YTD | +11.9% | +12.3% | -0.4% | -0.2% |
| 1Y | +25.3% | +12.5% | +12.9% | +11.6% |
| 3Y | +70.6% | +79.2% | -8.6% | -3.9% |
| 5Y | -20.6% | +75.7% | -96.2% | -54.1% |
| 10Y | +92.9% | +313.7% | -220.8% | -46.2% |
| All | +426.7% | +806.9% | -380.3% | -6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling