+226.2%
OR vs VOO
+82.6%
+143.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +15.7% | +0.1% | +15.7% | +15.7% |
| 3M | +3.5% | +2.0% | +1.5% | +2.6% |
| 6M | -14.9% | +13.0% | -28.0% | -19.9% |
| YTD | +5.8% | +13.6% | -7.8% | -0.6% |
| 1Y | +11.7% | +20.1% | -8.4% | +2.3% |
| 3Y | +190.9% | +77.6% | +113.3% | +118.6% |
| All | +226.2% | +82.6% | +143.7% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling