+14.2%
POR vs VOO
+74.6%
-60.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -0.9% | +3.3% | -4.2% | -2.0% |
| 30D | +2.3% | -2.7% | +5.0% | +3.2% |
| 3M | -5.4% | -1.7% | -3.7% | -5.0% |
| 6M | -3.6% | +3.1% | -6.8% | -4.9% |
| YTD | -1.8% | +11.9% | -13.7% | -6.3% |
| 1Y | -5.7% | +12.1% | -17.7% | -10.1% |
| 3Y | +29.9% | +78.6% | -48.7% | -1.1% |
| 5Y | +14.2% | +73.8% | -59.5% | -16.2% |
| All | +14.2% | +74.6% | -60.3% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling