+378.2%
R vs VOO
+306.9%
+71.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | 0.0% | -0.6% | +0.6% | +0.7% |
| 30D | +18.1% | -3.6% | +21.7% | +23.0% |
| 3M | +8.7% | -2.7% | +11.5% | +11.9% |
| 6M | +18.8% | +2.2% | +16.5% | +15.2% |
| YTD | +49.0% | +10.9% | +38.1% | +31.7% |
| 1Y | +69.2% | +11.3% | +57.8% | +49.0% |
| 3Y | +189.8% | +76.9% | +112.9% | +49.6% |
| 5Y | +269.8% | +73.5% | +196.3% | +95.0% |
| 10Y | +378.2% | +307.7% | +70.5% | -15.2% |
| All | +378.2% | +306.9% | +71.3% | -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