-26.4%
RSI vs VOO
+14.7%
-41.1%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.1% | -2.4% |
| 7D | -18.4% | -0.7% | -17.7% | -18.0% |
| 30D | -41.2% | -1.1% | -40.1% | -40.8% |
| 3M | -56.5% | -0.3% | -56.2% | -56.3% |
| 6M | -55.5% | +7.4% | -62.8% | -57.7% |
| YTD | -36.4% | +13.4% | -49.8% | -42.9% |
| 1Y | -26.4% | +14.8% | -41.2% | -34.5% |
| All | -26.4% | +14.7% | -41.1% | -34.5% |
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 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