+31.6%
Q vs VOO
+11.5%
+20.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +0.9% |
| 7D | +8.4% | +0.1% | +8.3% | +8.0% |
| 30D | -1.2% | -3.3% | +2.1% | +8.3% |
| 3M | -9.3% | -2.4% | -6.9% | -3.1% |
| 6M | -15.0% | +2.6% | -17.6% | -19.8% |
| YTD | +53.5% | +11.3% | +42.2% | +18.0% |
| 1Y | +35.9% | +13.4% | +22.4% | +0.7% |
| All | +31.6% | +11.5% | +20.1% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling