-79.1%
LIVE vs VOO
+72.0%
-151.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.4% | +1.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -4.7% | -3.3% | -1.4% | -3.7% |
| 3M | -24.3% | -2.4% | -21.9% | -23.8% |
| 6M | -45.0% | +2.6% | -47.6% | -45.7% |
| YTD | -50.7% | +11.3% | -62.0% | -52.9% |
| 1Y | -45.3% | +13.4% | -58.7% | -48.0% |
| 3Y | -73.4% | +80.3% | -153.7% | -79.0% |
| 5Y | -79.1% | +72.7% | -151.8% | -83.4% |
| All | -79.1% | +72.0% | -151.1% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling