-48.0%
SE vs VOO
+13.0%
-61.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -4.9% | -5.3% |
| 7D | -7.7% | -0.9% | -6.8% | -6.6% |
| 30D | -22.8% | -2.3% | -20.5% | -20.4% |
| 3M | -43.7% | -1.2% | -42.6% | -42.9% |
| 6M | -12.8% | +3.3% | -16.2% | -17.0% |
| YTD | -42.0% | +12.3% | -54.3% | -51.8% |
| 1Y | -48.0% | +12.5% | -60.5% | -57.0% |
| All | -48.0% | +13.0% | -61.0% | -57.0% |
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