-8.5%
SARK vs VOO
+14.7%
-23.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.9% | +3.4% |
| 7D | +6.7% | -0.7% | +7.5% | +5.2% |
| 30D | +14.2% | -1.1% | +15.2% | +12.0% |
| 3M | -7.4% | -0.3% | -7.0% | -7.0% |
| 6M | -8.4% | +7.4% | -15.7% | +10.0% |
| YTD | -14.2% | +13.4% | -27.5% | +18.8% |
| 1Y | -8.5% | +14.8% | -23.3% | +32.1% |
| All | -8.5% | +14.7% | -23.2% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling