-13.3%
REAL vs VOO
+74.6%
-87.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -0.7% |
| 7D | +10.1% | +3.3% | +6.8% | +1.3% |
| 30D | +45.9% | -2.7% | +48.6% | +56.3% |
| 3M | +28.1% | -1.7% | +29.9% | +33.6% |
| 6M | +53.0% | +3.1% | +49.9% | +39.8% |
| YTD | -9.3% | +11.9% | -21.3% | -33.1% |
| 1Y | -3.1% | +12.1% | -15.2% | -28.9% |
| 3Y | +588.0% | +78.6% | +509.4% | +33.0% |
| 5Y | -13.3% | +73.8% | -87.1% | -78.4% |
| All | -13.3% | +74.6% | -87.9% | -78.4% |
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