-48.8%
SE vs VOO
+14.7%
-63.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.8% | +2.3% |
| 7D | +6.7% | -0.7% | +7.4% | +7.7% |
| 30D | -17.2% | -1.1% | -16.1% | -16.0% |
| 3M | -28.0% | -0.3% | -27.7% | -27.8% |
| 6M | -6.1% | +7.4% | -13.5% | -15.9% |
| YTD | -37.1% | +13.4% | -50.5% | -48.5% |
| 1Y | -48.8% | +14.8% | -63.6% | -59.0% |
| All | -48.8% | +14.7% | -63.4% | -59.0% |
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