+95.9%
M vs VOO
+817.1%
-721.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.1% |
| 7D | +4.7% | +0.1% | +4.6% | +4.6% |
| 30D | -9.6% | +0.1% | -9.7% | -9.7% |
| 3M | +0.9% | +2.0% | -1.2% | -1.9% |
| 6M | +22.3% | +13.0% | +9.2% | +4.3% |
| YTD | +6.5% | +13.6% | -7.1% | -9.7% |
| 1Y | +38.8% | +20.1% | +18.7% | +9.9% |
| 3Y | +115.9% | +77.6% | +38.3% | +5.9% |
| 5Y | +28.6% | +82.4% | -53.8% | -36.3% |
| 10Y | -2.5% | +316.8% | -319.4% | -79.8% |
| All | +95.9% | +817.1% | -721.2% | -83.0% |
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