+379.1%
R vs VOO
+309.6%
+69.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.5% |
| 7D | +5.9% | +2.6% | +3.3% | +2.8% |
| 30D | +18.6% | -2.0% | +20.6% | +21.1% |
| 3M | +7.6% | -2.8% | +10.4% | +10.8% |
| 6M | +25.1% | +2.2% | +22.9% | +21.4% |
| YTD | +49.2% | +11.5% | +37.6% | +30.9% |
| 1Y | +69.5% | +13.5% | +56.0% | +46.0% |
| 3Y | +189.7% | +78.1% | +111.7% | +48.4% |
| 5Y | +261.3% | +73.1% | +188.2% | +91.1% |
| All | +379.1% | +309.6% | +69.5% | -15.0% |
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