+153.3%
OUT vs VOO
+389.4%
-236.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | +4.6% |
| 7D | -1.6% | -4.7% | +3.1% | +5.0% |
| 30D | +10.1% | -5.9% | +16.0% | +19.4% |
| 3M | +1.1% | -4.5% | +5.6% | +7.2% |
| 6M | +5.1% | +1.9% | +3.2% | +0.9% |
| YTD | +37.0% | +8.4% | +28.6% | +20.0% |
| 1Y | +90.1% | +9.5% | +80.7% | +63.8% |
| 3Y | +224.8% | +75.3% | +149.5% | +42.9% |
| 5Y | +55.9% | +67.9% | -11.9% | -25.3% |
| 10Y | +162.9% | +314.4% | -151.5% | -53.0% |
| All | +153.3% | +389.4% | -236.1% | -62.2% |
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