+315.7%
POR vs VOO
+803.9%
-488.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -0.9% | +3.3% | -4.2% | -2.8% |
| 30D | +2.3% | -2.7% | +5.0% | +3.8% |
| 3M | -5.4% | -1.7% | -3.7% | -4.6% |
| 6M | -3.6% | +3.1% | -6.8% | -5.9% |
| YTD | -1.8% | +11.9% | -13.7% | -9.3% |
| 1Y | -5.7% | +12.1% | -17.7% | -13.0% |
| 3Y | +29.9% | +78.6% | -48.7% | -13.6% |
| 5Y | +14.2% | +73.8% | -59.5% | -23.8% |
| 10Y | +58.6% | +312.3% | -253.7% | -43.3% |
| All | +315.7% | +803.9% | -488.2% | -18.7% |
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