-49.7%
REAL vs VOO
+187.5%
-237.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.3% |
| 7D | +12.9% | +2.6% | +10.3% | +7.2% |
| 30D | +59.7% | -2.0% | +61.7% | +66.2% |
| 3M | +32.8% | -2.8% | +35.6% | +40.9% |
| 6M | +54.4% | +2.2% | +52.2% | +47.6% |
| YTD | -7.9% | +11.5% | -19.4% | -26.1% |
| 1Y | +1.8% | +13.5% | -11.7% | -21.5% |
| 3Y | +645.1% | +78.1% | +567.0% | +134.7% |
| 5Y | -12.0% | +73.1% | -85.1% | -64.8% |
| All | -49.7% | +187.5% | -237.2% | -90.6% |
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