+196.3%
SE vs VOO
+79.1%
+117.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.9% |
| 7D | +0.6% | +0.5% | +0.1% | -0.2% |
| 30D | -0.1% | -0.9% | +0.8% | +1.1% |
| 3M | +34.1% | +3.9% | +30.2% | +27.1% |
| 6M | +23.2% | +14.5% | +8.7% | +2.1% |
| YTD | -11.2% | +13.0% | -24.1% | -24.9% |
| 1Y | -40.5% | +19.4% | -60.0% | -53.3% |
| 3Y | +196.3% | +78.9% | +117.4% | +47.9% |
| All | +196.3% | +79.1% | +117.2% | +47.9% |
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 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