+2,104.4%
MSCI vs VOO
+777.9%
+1,326.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.6% |
| 7D | +2.8% | -2.7% | +5.5% | +6.0% |
| 30D | +15.4% | -5.4% | +20.8% | +22.6% |
| 3M | +13.4% | -4.1% | +17.5% | +18.6% |
| 6M | +10.9% | +0.7% | +10.2% | +9.0% |
| YTD | +13.0% | +8.7% | +4.2% | +1.3% |
| 1Y | +12.0% | +11.0% | +1.1% | -2.0% |
| 3Y | +34.1% | +75.5% | -41.4% | -33.1% |
| 5Y | +3.9% | +68.4% | -64.5% | -44.3% |
| 10Y | +802.0% | +315.7% | +486.3% | +71.9% |
| All | +2,104.4% | +777.9% | +1,326.5% | +58.5% |
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