+1,041.1%
MTD vs VOO
+817.1%
+224.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | -3.8% | +0.1% | -3.9% | -3.9% |
| 30D | -5.4% | +0.1% | -5.4% | -5.4% |
| 3M | +14.0% | +2.0% | +11.9% | +11.2% |
| 6M | +4.6% | +13.0% | -8.5% | -8.9% |
| YTD | -3.5% | +13.6% | -17.1% | -16.4% |
| 1Y | +4.5% | +20.1% | -15.6% | -15.0% |
| 3Y | +10.0% | +77.6% | -67.5% | -41.6% |
| 5Y | -14.6% | +82.4% | -97.0% | -55.6% |
| 10Y | +235.0% | +316.8% | -81.8% | -34.0% |
| All | +1,041.1% | +817.1% | +224.0% | -16.6% |
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