-34.2%
LIVE vs VOO
+12.1%
-46.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.0% |
| 7D | +4.6% | +2.6% | +2.0% | +4.0% |
| 30D | -2.1% | -2.0% | -0.1% | -1.8% |
| 3M | -25.3% | -2.8% | -22.6% | -25.0% |
| 6M | -45.6% | +2.2% | -47.8% | -46.1% |
| YTD | -49.5% | +11.5% | -61.0% | -53.3% |
| 1Y | -34.2% | +13.5% | -47.6% | -41.3% |
| All | -34.2% | +12.1% | -46.3% | -41.3% |
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 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