+70.5%
NDAQ vs VOO
+72.8%
-2.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | +2.9% | -0.6% | +3.4% | +3.3% |
| 30D | +17.5% | -3.6% | +21.1% | +20.9% |
| 3M | +15.4% | -2.7% | +18.2% | +17.9% |
| 6M | +24.6% | +2.2% | +22.4% | +21.8% |
| YTD | +14.4% | +10.9% | +3.5% | +4.3% |
| 1Y | +26.9% | +11.3% | +15.6% | +15.3% |
| 3Y | +119.8% | +76.9% | +42.9% | +33.3% |
| 5Y | +70.5% | +73.5% | -3.0% | +4.9% |
| All | +70.5% | +72.8% | -2.3% | +4.9% |
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 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