+113.1%
LTM vs VOO
+43.5%
+69.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.0% |
| 7D | -2.0% | -2.0% | -0.1% | -0.1% |
| 30D | -4.4% | -1.7% | -2.7% | -2.8% |
| 3M | +6.9% | +4.7% | +2.1% | +2.5% |
| 6M | -0.3% | +12.6% | -12.8% | -9.7% |
| YTD | -5.9% | +11.8% | -17.7% | -14.3% |
| 1Y | +6.5% | +17.5% | -11.0% | -6.2% |
| All | +113.1% | +43.5% | +69.6% | +59.4% |
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 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