-97.9%
NA vs VOO
+110.8%
-208.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +4.0% |
| 7D | +10.7% | -0.8% | +11.5% | +11.4% |
| 30D | +37.0% | -1.1% | +38.1% | +38.3% |
| 3M | +33.3% | +3.9% | +29.4% | +30.1% |
| 6M | -15.9% | +13.6% | -29.6% | -24.1% |
| YTD | -21.3% | +12.7% | -34.0% | -28.3% |
| 1Y | -53.3% | +17.6% | -70.9% | -58.7% |
| 3Y | -75.7% | +77.3% | -153.0% | -86.1% |
| All | -97.9% | +110.8% | -208.8% | -99.2% |
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