+129.3%
OUT vs VOO
+412.8%
-283.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.2% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | -8.5% | +0.1% | -8.6% | -8.7% |
| 3M | -5.7% | +2.0% | -7.7% | -9.1% |
| 6M | +3.3% | +13.0% | -9.7% | -14.1% |
| YTD | +24.0% | +13.6% | +10.4% | +2.2% |
| 1Y | +65.2% | +20.1% | +45.1% | +25.2% |
| 3Y | +209.4% | +77.6% | +131.9% | +35.2% |
| 5Y | +63.7% | +82.4% | -18.8% | -30.1% |
| 10Y | +128.3% | +316.8% | -188.6% | -60.2% |
| All | +129.3% | +412.8% | -283.5% | -67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling