+392.6%
R vs VOO
+314.0%
+78.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | 0.0% |
| 7D | +1.4% | +0.5% | +0.9% | +0.8% |
| 30D | -5.5% | -0.9% | -4.5% | -4.4% |
| 3M | -8.5% | +3.9% | -12.4% | -12.6% |
| 6M | +25.1% | +14.5% | +10.6% | +6.7% |
| YTD | +30.6% | +13.0% | +17.6% | +13.3% |
| 1Y | +33.6% | +19.4% | +14.1% | +8.6% |
| 3Y | +169.1% | +78.9% | +90.2% | +37.1% |
| 5Y | +257.7% | +82.3% | +175.4% | +77.8% |
| 10Y | +392.6% | +314.2% | +78.4% | -15.2% |
| All | +392.6% | +314.0% | +78.6% | -15.2% |
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 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