-66.9%
REAL vs VOO
+189.9%
-256.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.3% |
| 7D | -5.4% | -0.4% | -5.0% | -4.7% |
| 30D | -19.8% | -1.4% | -18.4% | -17.4% |
| 3M | +0.2% | +3.7% | -3.6% | -7.3% |
| 6M | -12.1% | +13.0% | -25.1% | -31.8% |
| YTD | -39.4% | +12.4% | -51.9% | -52.2% |
| 1Y | +15.1% | +18.6% | -3.5% | -18.1% |
| 3Y | +276.2% | +78.1% | +198.1% | +19.5% |
| 5Y | -24.3% | +82.3% | -106.6% | -72.1% |
| All | -66.9% | +189.9% | -256.8% | -93.9% |
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