+107.1%
LTM vs VOO
+44.2%
+62.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -2.8% |
| 7D | +3.1% | -0.9% | +4.0% | +3.9% |
| 30D | -1.5% | -2.3% | +0.9% | +0.9% |
| 3M | -7.1% | -1.2% | -5.9% | -5.8% |
| 6M | -0.8% | +3.3% | -4.2% | -3.4% |
| YTD | -8.6% | +12.3% | -20.9% | -17.0% |
| 1Y | +10.0% | +12.5% | -2.5% | -0.3% |
| All | +107.1% | +44.2% | +62.9% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling