-53.4%
S vs VOO
+90.4%
-143.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +3.0% |
| 7D | +0.1% | -2.0% | +2.0% | +3.7% |
| 30D | -11.8% | -1.7% | -10.1% | -8.9% |
| 3M | +33.9% | +4.7% | +29.2% | +23.1% |
| 6M | +40.1% | +12.6% | +27.5% | +12.3% |
| YTD | +32.1% | +11.8% | +20.3% | +7.3% |
| 1Y | +11.0% | +17.5% | -6.5% | -18.0% |
| 3Y | +16.9% | +77.0% | -60.0% | -61.2% |
| 5Y | -68.9% | +82.6% | -151.5% | -88.7% |
| All | -53.4% | +90.4% | -143.8% | -82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling