-98.9%
NA vs VOO
+109.4%
-208.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -1.4% | +3.3% | -4.7% | -4.1% |
| 30D | -25.4% | -2.7% | -22.7% | -23.2% |
| 3M | -23.8% | -1.7% | -22.0% | -22.0% |
| 6M | -36.4% | +3.1% | -39.5% | -37.3% |
| YTD | -56.2% | +11.9% | -68.1% | -59.6% |
| 1Y | -68.8% | +12.1% | -80.8% | -71.2% |
| 3Y | -89.7% | +78.6% | -168.3% | -94.2% |
| All | -98.9% | +109.4% | -208.3% | -99.6% |
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