+28.2%
M vs VOO
+82.3%
-54.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.8% |
| 7D | +2.4% | +0.5% | +1.8% | +1.5% |
| 30D | -11.6% | -0.9% | -10.7% | -10.4% |
| 3M | +1.6% | +3.9% | -2.3% | -4.3% |
| 6M | +25.2% | +14.5% | +10.7% | +1.3% |
| YTD | +3.8% | +13.0% | -9.2% | -14.2% |
| 1Y | +36.3% | +19.4% | +16.9% | +3.6% |
| 3Y | +116.3% | +78.9% | +37.5% | -12.9% |
| 5Y | +28.2% | +82.3% | -54.1% | -45.4% |
| All | +28.2% | +82.3% | -54.1% | -45.4% |
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