+227.0%
MTD vs VOO
+325.3%
-98.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.1% |
| 7D | -3.8% | -0.8% | -3.1% | -3.1% |
| 30D | -10.1% | -1.1% | -9.0% | -9.1% |
| 3M | +13.3% | +3.9% | +9.5% | +8.8% |
| 6M | +5.3% | +13.6% | -8.4% | -8.1% |
| YTD | -7.2% | +12.7% | -19.9% | -18.3% |
| 1Y | +0.8% | +17.6% | -16.7% | -15.1% |
| 3Y | +14.6% | +77.3% | -62.7% | -36.6% |
| 5Y | -18.9% | +84.1% | -103.0% | -56.4% |
| All | +227.0% | +325.3% | -98.3% | -24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling