-81.9%
RR vs VOO
+75.2%
-157.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +1.3% |
| 7D | +5.3% | -0.9% | +6.2% | +7.8% |
| 30D | -37.2% | -2.3% | -34.9% | -33.2% |
| 3M | -45.5% | -1.2% | -44.3% | -43.3% |
| 6M | -65.5% | +3.3% | -68.9% | -66.8% |
| YTD | -70.7% | +12.3% | -83.0% | -75.7% |
| 1Y | -73.9% | +12.5% | -86.4% | -78.2% |
| All | -81.9% | +75.2% | -157.2% | -88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling