+707.9%
P vs VOO
+317.9%
+390.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +3.9% | +2.7% |
| 7D | -9.6% | +0.1% | -9.7% | -9.0% |
| 30D | -33.4% | -3.3% | -30.1% | -28.8% |
| 3M | +14.2% | -2.4% | +16.6% | +20.7% |
| 6M | +31.6% | +2.6% | +29.0% | +30.5% |
| YTD | +53.5% | +11.3% | +42.2% | +36.1% |
| 1Y | +14.2% | +13.4% | +0.7% | -1.3% |
| 3Y | +190.5% | +80.3% | +110.2% | +37.8% |
| 5Y | +256.3% | +72.7% | +183.6% | +82.3% |
| 10Y | +707.9% | +310.0% | +397.8% | +29.8% |
| All | +707.9% | +317.9% | +390.0% | +29.8% |
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