+247.7%
OR vs VOO
+314.0%
-66.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | +3.7% | +0.5% | +3.2% | +3.5% |
| 30D | +11.6% | -0.9% | +12.5% | +12.1% |
| 3M | +9.5% | +3.9% | +5.6% | +7.9% |
| 6M | -14.1% | +14.5% | -28.6% | -18.3% |
| YTD | +4.7% | +13.0% | -8.3% | +0.1% |
| 1Y | +5.8% | +19.4% | -13.6% | -1.0% |
| 3Y | +198.9% | +78.9% | +120.0% | +139.1% |
| 5Y | +221.7% | +82.3% | +139.4% | +152.5% |
| 10Y | +247.7% | +314.2% | -66.5% | +109.4% |
| All | +247.7% | +314.0% | -66.3% | +109.4% |
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