-84.4%
RR vs VOO
+74.7%
-159.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.3% | -13.3% | -12.8% |
| 7D | -2.3% | +3.3% | -5.5% | -8.9% |
| 30D | -44.3% | -2.7% | -41.6% | -40.2% |
| 3M | -53.2% | -1.7% | -51.5% | -50.6% |
| 6M | -68.1% | +3.1% | -71.2% | -69.1% |
| YTD | -74.6% | +11.9% | -86.6% | -78.8% |
| 1Y | -76.9% | +12.1% | -89.0% | -80.6% |
| All | -84.4% | +74.7% | -159.1% | -89.9% |
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