-16.3%
LIVE vs VOO
+315.3%
-331.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.7% |
| 7D | -4.2% | -0.4% | -3.9% | -4.1% |
| 30D | -13.6% | -1.4% | -12.2% | -13.2% |
| 3M | -6.0% | +3.7% | -9.7% | -7.5% |
| 6M | -26.5% | +13.0% | -39.5% | -30.1% |
| YTD | -41.6% | +12.4% | -54.1% | -44.3% |
| 1Y | -50.3% | +18.6% | -68.9% | -53.5% |
| 3Y | -69.3% | +78.1% | -147.3% | -75.6% |
| 5Y | -77.7% | +82.3% | -160.0% | -82.6% |
| 10Y | -16.3% | +322.5% | -338.8% | -51.9% |
| All | -16.3% | +315.3% | -331.6% | -51.9% |
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