+933.5%
R vs VOO
+798.5%
+135.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | +1.8% |
| 7D | -2.3% | +0.1% | -2.4% | -2.4% |
| 30D | +16.9% | -3.3% | +20.3% | +21.6% |
| 3M | +6.8% | -2.4% | +9.2% | +9.7% |
| 6M | +17.6% | +2.6% | +15.0% | +13.3% |
| YTD | +47.5% | +11.3% | +36.3% | +28.7% |
| 1Y | +67.6% | +13.4% | +54.1% | +42.8% |
| 3Y | +196.4% | +80.3% | +116.1% | +41.9% |
| 5Y | +261.8% | +72.7% | +189.1% | +81.4% |
| 10Y | +392.4% | +310.0% | +82.3% | -21.9% |
| All | +933.5% | +798.5% | +135.0% | -44.6% |
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