-44.9%
S vs VOO
+88.9%
-133.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | +0.2% |
| 7D | +1.4% | -0.6% | +2.0% | +2.9% |
| 30D | -10.8% | -3.6% | -7.2% | -3.9% |
| 3M | +5.4% | -2.7% | +8.1% | +11.5% |
| 6M | +41.2% | +2.2% | +39.0% | +36.3% |
| YTD | +56.2% | +10.9% | +45.3% | +29.3% |
| 1Y | +36.3% | +11.3% | +25.0% | +12.0% |
| 3Y | +49.4% | +76.9% | -27.5% | -50.4% |
| 5Y | -66.9% | +73.5% | -140.4% | -86.8% |
| All | -44.9% | +88.9% | -133.8% | -79.4% |
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