+14.2%
LTM vs VOO
+12.0%
+2.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.6% |
| 7D | +13.4% | -0.6% | +13.9% | +14.1% |
| 30D | -0.5% | -3.6% | +3.1% | +6.2% |
| 3M | -7.0% | -2.7% | -4.3% | -2.3% |
| 6M | -2.3% | +2.2% | -4.6% | -6.6% |
| YTD | -7.2% | +10.9% | -18.1% | -23.7% |
| 1Y | +14.2% | +11.3% | +2.9% | -6.8% |
| All | +14.2% | +12.0% | +2.2% | -6.8% |
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