-17.5%
REAL vs VOO
+82.3%
-99.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | +0.7% |
| 7D | -2.3% | +0.5% | -2.8% | -3.8% |
| 30D | -20.5% | -0.9% | -19.6% | -18.6% |
| 3M | +6.3% | +3.9% | +2.4% | -4.4% |
| 6M | -13.5% | +14.5% | -28.1% | -40.1% |
| YTD | -38.0% | +13.0% | -51.0% | -55.0% |
| 1Y | +18.8% | +19.4% | -0.6% | -25.3% |
| 3Y | +285.0% | +78.9% | +206.2% | -23.0% |
| 5Y | -17.5% | +82.3% | -99.8% | -80.5% |
| All | -17.5% | +82.3% | -99.9% | -80.5% |
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