-98.1%
NA vs VOO
+110.3%
-208.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +8.5% | -0.4% | +8.9% | +8.9% |
| 30D | +26.5% | -1.4% | +27.9% | +28.0% |
| 3M | +17.4% | +3.7% | +13.7% | +14.6% |
| 6M | -22.4% | +13.0% | -35.4% | -29.6% |
| YTD | -27.3% | +12.4% | -39.7% | -33.7% |
| 1Y | -54.8% | +18.6% | -73.4% | -60.3% |
| 3Y | -82.0% | +78.1% | -160.0% | -89.8% |
| All | -98.1% | +110.3% | -208.4% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling