-71.5%
S vs VOO
+82.3%
-153.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.2% |
| 7D | -5.8% | +0.5% | -6.4% | -6.8% |
| 30D | -9.2% | -0.9% | -8.3% | -7.5% |
| 3M | +23.4% | +3.9% | +19.5% | +15.1% |
| 6M | +36.9% | +14.5% | +22.4% | +6.1% |
| YTD | +29.5% | +13.0% | +16.6% | +3.1% |
| 1Y | +5.4% | +19.4% | -14.0% | -24.6% |
| 3Y | +14.7% | +78.9% | -64.2% | -63.1% |
| 5Y | -71.5% | +82.3% | -153.8% | -89.9% |
| All | -71.5% | +82.3% | -153.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling