+485.4%
P vs VOO
+366.8%
+118.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +2.0% |
| 7D | +6.5% | +0.1% | +6.4% | +6.4% |
| 30D | +18.8% | +0.1% | +18.8% | +18.7% |
| 3M | +26.7% | +2.0% | +24.7% | +24.4% |
| 6M | +62.2% | +13.0% | +49.1% | +37.0% |
| YTD | +48.5% | +13.6% | +34.9% | +25.7% |
| 1Y | +26.4% | +20.1% | +6.3% | -0.7% |
| 3Y | +159.4% | +77.6% | +81.8% | +25.0% |
| 5Y | +275.8% | +82.4% | +193.4% | +77.1% |
| 10Y | +732.0% | +316.8% | +415.2% | +48.2% |
| All | +485.4% | +366.8% | +118.6% | -1.4% |
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