+20.1%
NPV vs VOO
+79.1%
-59.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | -6.1% | -0.9% | -5.2% | -6.0% |
| 3M | -9.7% | +3.9% | -13.6% | -10.1% |
| 6M | -9.2% | +14.5% | -23.7% | -10.7% |
| YTD | -3.3% | +13.0% | -16.3% | -4.8% |
| 1Y | -4.6% | +19.4% | -24.0% | -6.6% |
| 3Y | +20.1% | +78.9% | -58.8% | +3.2% |
| All | +20.1% | +79.1% | -59.0% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling