+63.7%
SE vs VOO
+78.5%
-14.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.6% |
| 7D | -0.5% | +2.6% | -3.1% | -3.8% |
| 30D | -20.9% | -2.0% | -18.9% | -18.8% |
| 3M | -38.9% | -2.8% | -36.1% | -36.6% |
| 6M | -19.4% | +2.2% | -21.6% | -21.9% |
| YTD | -40.9% | +11.5% | -52.4% | -49.0% |
| 1Y | -46.2% | +13.5% | -59.7% | -54.6% |
| 3Y | +63.7% | +78.1% | -14.4% | +58.1% |
| All | +63.7% | +78.5% | -14.7% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling