+887.0%
R vs VOO
+777.9%
+109.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.8% |
| 7D | -5.7% | -2.7% | -3.0% | -2.5% |
| 30D | +14.7% | -5.4% | +20.0% | +22.4% |
| 3M | +2.0% | -4.1% | +6.0% | +6.9% |
| 6M | +11.2% | +0.7% | +10.4% | +9.4% |
| YTD | +40.9% | +8.7% | +32.2% | +26.4% |
| 1Y | +61.8% | +11.0% | +50.8% | +41.6% |
| 3Y | +182.2% | +75.5% | +106.7% | +39.6% |
| 5Y | +244.9% | +68.4% | +176.6% | +78.4% |
| 10Y | +421.0% | +315.7% | +105.4% | -19.3% |
| All | +887.0% | +777.9% | +109.1% | -45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling