-48.8%
S vs VOO
+85.2%
-134.0%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.1% |
| 7D | -13.4% | -2.7% | -10.7% | -8.7% |
| 30D | -14.0% | -5.4% | -8.6% | -4.4% |
| 3M | +4.9% | -4.1% | +8.9% | +13.6% |
| 6M | +42.0% | +0.7% | +41.3% | +40.5% |
| YTD | +45.1% | +8.7% | +36.4% | +24.3% |
| 1Y | +33.1% | +11.0% | +22.1% | +9.6% |
| 3Y | +40.6% | +75.5% | -34.8% | -52.8% |
| 5Y | -67.5% | +68.4% | -135.8% | -86.4% |
| All | -48.8% | +85.2% | -134.0% | -80.2% |
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