+274.5%
IR vs VOO
+268.7%
+5.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | 0.0% |
| 7D | -3.1% | -2.0% | -1.1% | -0.8% |
| 30D | -14.0% | -1.7% | -12.4% | -12.3% |
| 3M | +3.7% | +4.7% | -1.0% | -1.6% |
| 6M | -15.4% | +12.6% | -27.9% | -26.0% |
| YTD | -7.7% | +11.8% | -19.4% | -18.5% |
| 1Y | -8.8% | +17.5% | -26.4% | -24.1% |
| 3Y | +5.6% | +77.0% | -71.4% | -43.9% |
| 5Y | +34.3% | +82.6% | -48.3% | -30.6% |
| All | +274.5% | +268.7% | +5.8% | -9.0% |
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