+14.3%
MTD vs VOO
+77.0%
-62.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | -5.7% | -0.4% | -5.3% | -5.3% |
| 30D | -9.6% | -1.4% | -8.2% | -8.2% |
| 3M | +11.0% | +3.7% | +7.3% | +6.5% |
| 6M | +3.3% | +13.0% | -9.7% | -10.1% |
| YTD | -7.4% | +12.4% | -19.9% | -19.0% |
| 1Y | +0.4% | +18.6% | -18.2% | -17.4% |
| All | +14.3% | +77.0% | -62.7% | -40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling