+652.6%
P vs VOO
+306.9%
+345.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.3% |
| 7D | -13.3% | -0.6% | -12.7% | -11.8% |
| 30D | -34.0% | -3.6% | -30.3% | -29.1% |
| 3M | +4.1% | -2.7% | +6.8% | +10.6% |
| 6M | +30.5% | +2.2% | +28.2% | +30.1% |
| YTD | +52.2% | +10.9% | +41.3% | +35.7% |
| 1Y | +10.3% | +11.3% | -1.0% | -2.0% |
| 3Y | +180.9% | +76.9% | +104.0% | +36.8% |
| 5Y | +259.7% | +73.5% | +186.2% | +82.9% |
| 10Y | +652.6% | +307.7% | +344.9% | +23.8% |
| All | +652.6% | +306.9% | +345.7% | +23.8% |
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 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