+469.1%
P vs VOO
+346.8%
+122.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.1% |
| 7D | -23.8% | -2.7% | -21.1% | -19.9% |
| 30D | -36.6% | -5.4% | -31.3% | -30.2% |
| 3M | +10.9% | -4.1% | +14.9% | +20.1% |
| 6M | +30.0% | +0.7% | +29.2% | +32.5% |
| YTD | +44.4% | +8.7% | +35.7% | +32.8% |
| 1Y | +3.9% | +11.0% | -7.0% | -6.9% |
| 3Y | +176.6% | +75.5% | +101.1% | +38.7% |
| 5Y | +249.3% | +68.4% | +180.9% | +88.1% |
| 10Y | +726.9% | +315.7% | +411.2% | +53.8% |
| All | +469.1% | +346.8% | +122.3% | +4.2% |
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