+1,835.1%
NDAQ vs VOO
+817.1%
+1,018.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.5% |
| 7D | -2.4% | +0.1% | -2.6% | -2.5% |
| 30D | +2.5% | +0.1% | +2.4% | +2.4% |
| 3M | +9.9% | +2.0% | +7.9% | +7.6% |
| 6M | +9.4% | +13.0% | -3.6% | -3.5% |
| YTD | +0.4% | +13.6% | -13.2% | -11.7% |
| 1Y | +4.0% | +20.1% | -16.0% | -13.5% |
| 3Y | +94.4% | +77.6% | +16.8% | +8.7% |
| 5Y | +56.7% | +82.4% | -25.7% | -15.5% |
| 10Y | +375.3% | +316.8% | +58.5% | +2.6% |
| All | +1,835.1% | +817.1% | +1,018.0% | +41.8% |
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