-82.6%
PERF vs VOO
+107.9%
-190.5%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | +0.5% | -0.4% | +0.9% | +0.8% |
| 30D | +2.1% | -1.4% | +3.5% | +3.2% |
| 3M | +13.0% | +3.7% | +9.3% | +9.7% |
| 6M | +34.3% | +13.0% | +21.3% | +21.2% |
| YTD | +5.5% | +12.4% | -6.9% | -4.4% |
| 1Y | -2.1% | +18.6% | -20.6% | -15.1% |
| 3Y | -52.3% | +78.1% | -130.3% | -70.5% |
| All | -82.6% | +107.9% | -190.5% | -91.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling