+298.9%
OR vs VOO
+309.9%
-11.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.7% |
| 7D | +13.8% | -2.7% | +16.5% | +15.0% |
| 30D | +6.8% | -5.4% | +12.1% | +9.3% |
| 3M | +12.9% | -4.1% | +16.9% | +14.9% |
| 6M | -6.1% | +0.7% | -6.9% | -6.1% |
| YTD | +2.9% | +8.7% | -5.8% | +0.1% |
| 1Y | +17.2% | +11.0% | +6.2% | +13.2% |
| 3Y | +188.9% | +75.5% | +113.4% | +134.6% |
| 5Y | +203.7% | +68.4% | +135.4% | +146.7% |
| All | +298.9% | +309.9% | -11.0% | +211.1% |
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