-7.7%
NPV vs VOO
+17.3%
-25.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -2.5% | -2.0% | -0.6% | -2.2% |
| 30D | -8.2% | -1.7% | -6.6% | -7.9% |
| 3M | -11.7% | +4.7% | -16.5% | -12.3% |
| 6M | -10.6% | +12.6% | -23.2% | -12.7% |
| YTD | -5.4% | +11.8% | -17.2% | -7.6% |
| 1Y | -7.7% | +17.5% | -25.2% | -10.7% |
| All | -7.7% | +17.3% | -25.0% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling