+164.9%
OUT vs VOO
+311.2%
-146.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | +3.7% | +3.3% | +0.5% | -1.2% |
| 30D | +9.7% | -2.7% | +12.4% | +13.7% |
| 3M | +11.8% | -1.7% | +13.5% | +13.9% |
| 6M | +6.4% | +3.1% | +3.3% | 0.0% |
| YTD | +42.1% | +11.9% | +30.1% | +17.4% |
| 1Y | +61.6% | +12.1% | +49.5% | +32.9% |
| 3Y | +254.0% | +78.6% | +175.4% | +41.8% |
| 5Y | +67.3% | +73.8% | -6.5% | -28.5% |
| All | +164.9% | +311.2% | -146.3% | -59.1% |
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