+113.9%
M vs VOO
+798.5%
-684.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.8% | +5.1% |
| 7D | +2.5% | +0.1% | +2.5% | +2.7% |
| 30D | +10.1% | -3.3% | +13.4% | +15.0% |
| 3M | -0.9% | -2.4% | +1.5% | +2.3% |
| 6M | +30.2% | +2.6% | +27.6% | +26.0% |
| YTD | +16.3% | +11.3% | +5.0% | +1.4% |
| 1Y | +27.0% | +13.4% | +13.5% | +8.1% |
| 3Y | +154.5% | +80.3% | +74.2% | +22.8% |
| 5Y | -1.1% | +72.7% | -73.8% | -47.7% |
| 10Y | +0.5% | +310.0% | -309.5% | -78.7% |
| All | +113.9% | +798.5% | -684.6% | -80.9% |
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