+696.9%
P vs VOO
+315.3%
+381.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.3% |
| 7D | +5.0% | -0.4% | +5.4% | +5.7% |
| 30D | -0.9% | -1.4% | +0.4% | +1.1% |
| 3M | +38.7% | +3.7% | +34.9% | +32.4% |
| 6M | +54.4% | +13.0% | +41.3% | +30.0% |
| YTD | +44.8% | +12.4% | +32.4% | +24.1% |
| 1Y | +22.5% | +18.6% | +3.9% | -2.4% |
| 3Y | +148.2% | +78.1% | +70.2% | +17.5% |
| 5Y | +268.9% | +82.3% | +186.6% | +71.5% |
| 10Y | +696.9% | +322.5% | +374.3% | +22.6% |
| All | +696.9% | +315.3% | +381.6% | +22.6% |
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