+589.4%
SE vs VOO
+245.5%
+343.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.3% |
| 7D | -6.1% | +0.1% | -6.2% | -6.2% |
| 30D | -2.5% | +0.1% | -2.5% | -2.6% |
| 3M | +21.7% | +2.0% | +19.7% | +18.1% |
| 6M | +27.0% | +13.0% | +14.0% | +6.0% |
| YTD | -12.1% | +13.6% | -25.7% | -27.1% |
| 1Y | -40.9% | +20.1% | -61.0% | -54.8% |
| 3Y | +191.0% | +77.6% | +113.4% | +25.8% |
| 5Y | -68.3% | +82.4% | -150.7% | -85.6% |
| All | +589.4% | +245.5% | +343.9% | +55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling