-43.4%
RR vs VOO
+17.3%
-60.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -0.6% |
| 7D | -5.8% | -2.0% | -3.8% | +2.1% |
| 30D | -6.9% | -1.7% | -5.2% | -0.3% |
| 3M | -26.4% | +4.7% | -31.1% | -38.6% |
| 6M | -34.4% | +12.6% | -47.0% | -57.2% |
| YTD | -49.8% | +11.8% | -61.6% | -65.8% |
| 1Y | -43.4% | +17.5% | -60.9% | -74.7% |
| All | -43.4% | +17.3% | -60.7% | -74.7% |
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