+57.4%
OUT vs VOO
+72.0%
-14.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | -1.5% |
| 7D | -2.8% | +0.1% | -2.8% | -3.2% |
| 30D | +4.3% | -3.3% | +7.6% | +8.5% |
| 3M | +1.3% | -2.4% | +3.7% | +4.0% |
| 6M | -5.8% | +2.6% | -8.4% | -10.3% |
| YTD | +33.8% | +11.3% | +22.5% | +13.7% |
| 1Y | +62.1% | +13.4% | +48.6% | +33.7% |
| 3Y | +232.8% | +80.3% | +152.6% | +42.2% |
| 5Y | +57.4% | +72.7% | -15.3% | -27.7% |
| All | +57.4% | +72.0% | -14.5% | -27.7% |
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