+65.5%
POR vs VOO
+321.7%
-256.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.2% | -2.0% | +0.7% | 0.0% |
| 30D | +0.4% | -1.7% | +2.0% | +1.4% |
| 3M | -3.2% | +4.7% | -8.0% | -6.1% |
| 6M | -4.6% | +12.6% | -17.2% | -11.7% |
| YTD | +3.3% | +11.8% | -8.4% | -4.1% |
| 1Y | +20.1% | +17.5% | +2.6% | +7.8% |
| 3Y | +27.3% | +77.0% | -49.6% | -14.7% |
| 5Y | +18.9% | +82.6% | -63.7% | -23.7% |
| All | +65.5% | +321.7% | -256.2% | -42.3% |
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