-53.2%
S vs VOO
+93.5%
-146.7%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +1.1% |
| 7D | -7.7% | +0.1% | -7.8% | -7.9% |
| 30D | -5.3% | +0.1% | -5.4% | -5.3% |
| 3M | +20.3% | +2.0% | +18.3% | +16.0% |
| 6M | +47.4% | +13.0% | +34.3% | +17.2% |
| YTD | +32.5% | +13.6% | +19.0% | +4.6% |
| 1Y | +9.5% | +20.1% | -10.5% | -22.3% |
| 3Y | +15.5% | +77.6% | -62.0% | -61.8% |
| 5Y | -71.2% | +82.4% | -153.6% | -89.7% |
| All | -53.2% | +93.5% | -146.7% | -83.3% |
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