+120.5%
LTM vs VOO
+45.0%
+75.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.5% |
| 7D | +6.4% | +0.5% | +5.9% | +5.8% |
| 30D | -7.5% | -0.9% | -6.6% | -6.7% |
| 3M | +11.5% | +3.9% | +7.7% | +7.7% |
| 6M | +9.4% | +14.5% | -5.1% | -2.5% |
| YTD | -2.6% | +13.0% | -15.6% | -12.2% |
| 1Y | +6.6% | +19.4% | -12.9% | -7.5% |
| All | +120.5% | +45.0% | +75.5% | +63.3% |
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 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