+18.7%
NPV vs VOO
+309.6%
-290.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -2.8% | +2.6% | -5.4% | -3.2% |
| 30D | +3.9% | -2.0% | +5.9% | +4.3% |
| 3M | -10.9% | -2.8% | -8.2% | -10.5% |
| 6M | -12.4% | +2.2% | -14.6% | -12.8% |
| YTD | -7.5% | +11.5% | -19.0% | -9.4% |
| 1Y | -9.2% | +13.5% | -22.6% | -11.3% |
| 3Y | +20.9% | +78.1% | -57.2% | +8.1% |
| 5Y | -19.9% | +73.1% | -93.0% | -28.5% |
| All | +18.7% | +309.6% | -290.9% | -15.0% |
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