-44.0%
LIVE vs VOO
+20.9%
-64.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -4.2% | +0.1% | -4.4% | -4.3% |
| 30D | -8.2% | +0.1% | -8.3% | -8.3% |
| 3M | -7.7% | +2.0% | -9.7% | -7.8% |
| 6M | -37.1% | +13.0% | -50.1% | -42.3% |
| YTD | -40.5% | +13.6% | -54.1% | -45.4% |
| 1Y | -44.0% | +20.1% | -64.1% | -40.7% |
| All | -44.0% | +20.9% | -64.9% | -40.7% |
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