-77.8%
RR vs VOO
+14.7%
-92.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -9.2% |
| 7D | -15.1% | -0.7% | -14.4% | -12.5% |
| 30D | -47.7% | -1.1% | -46.6% | -45.3% |
| 3M | -45.8% | -0.3% | -45.4% | -44.5% |
| 6M | -63.3% | +7.4% | -70.6% | -70.6% |
| YTD | -72.1% | +13.4% | -85.5% | -81.0% |
| 1Y | -77.8% | +14.8% | -92.6% | -85.3% |
| All | -77.8% | +14.7% | -92.5% | -85.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling