-53.9%
SARK vs VOO
+73.8%
-127.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +0.7% |
| 7D | -1.7% | -0.4% | -1.4% | -2.5% |
| 30D | -6.0% | -1.4% | -4.6% | -8.8% |
| 3M | -14.2% | +3.7% | -17.9% | -4.8% |
| 6M | -17.6% | +13.0% | -30.6% | +14.8% |
| YTD | -17.0% | +12.4% | -29.5% | +15.2% |
| 1Y | -20.5% | +18.6% | -39.1% | +28.0% |
| 3Y | -68.5% | +78.1% | -146.6% | +61.7% |
| All | -53.9% | +73.8% | -127.7% | +196.1% |
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 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