+245.7%
R vs VOO
+67.9%
+177.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.7% |
| 7D | -5.7% | -2.7% | -3.0% | -3.0% |
| 30D | +14.7% | -5.4% | +20.0% | +21.1% |
| 3M | +2.0% | -4.1% | +6.0% | +6.1% |
| 6M | +11.2% | +0.7% | +10.4% | +9.7% |
| YTD | +40.9% | +8.7% | +32.2% | +28.5% |
| 1Y | +61.8% | +11.0% | +50.8% | +44.6% |
| 3Y | +182.2% | +75.5% | +106.7% | +60.3% |
| All | +245.7% | +67.9% | +177.8% | +107.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling