-55.6%
NA vs VOO
+21.4%
-77.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.1% | +5.2% |
| 7D | +5.7% | +0.3% | +5.4% | +5.4% |
| 30D | +19.1% | +0.2% | +18.9% | +18.9% |
| 3M | -2.8% | +2.8% | -5.6% | -5.0% |
| 6M | -24.1% | +14.3% | -38.3% | -33.8% |
| YTD | -28.9% | +14.0% | -42.9% | -37.6% |
| All | -55.6% | +21.4% | -77.0% | -69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling