+355.0%
SE vs VOO
+241.6%
+113.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -4.9% | -5.5% |
| 7D | -7.7% | -0.9% | -6.8% | -6.6% |
| 30D | -22.8% | -2.3% | -20.5% | -20.2% |
| 3M | -43.7% | -1.2% | -42.6% | -42.9% |
| 6M | -12.8% | +3.3% | -16.2% | -17.3% |
| YTD | -42.0% | +12.3% | -54.3% | -51.2% |
| 1Y | -48.0% | +12.5% | -60.5% | -56.3% |
| 3Y | +62.7% | +79.2% | -16.5% | -31.0% |
| 5Y | -77.8% | +75.7% | -153.5% | -89.5% |
| All | +355.0% | +241.6% | +113.4% | +3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling