+333.8%
OR vs VOO
+317.9%
+15.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.3% | +2.1% | +3.4% |
| 7D | +15.3% | +0.1% | +15.3% | +15.2% |
| 30D | +8.6% | -3.3% | +11.9% | +10.1% |
| 3M | +14.5% | -2.4% | +16.9% | +15.8% |
| 6M | -1.2% | +2.6% | -3.8% | -1.9% |
| YTD | +7.5% | +11.3% | -3.8% | +3.5% |
| 1Y | +19.1% | +13.4% | +5.6% | +13.9% |
| 3Y | +194.7% | +80.3% | +114.5% | +136.6% |
| 5Y | +214.2% | +72.7% | +141.4% | +152.4% |
| 10Y | +333.8% | +310.0% | +23.8% | +210.5% |
| All | +333.8% | +317.9% | +15.9% | +210.5% |
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