+60.9%
SEA vs VOO
+76.6%
-15.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -6.3% | -0.6% | -5.8% | -6.0% |
| 30D | -7.9% | -3.6% | -4.3% | -5.5% |
| 3M | +7.2% | -2.7% | +9.9% | +9.2% |
| 6M | +10.7% | +2.2% | +8.5% | +8.5% |
| YTD | +38.0% | +10.9% | +27.1% | +26.9% |
| 1Y | +40.0% | +11.3% | +28.6% | +28.3% |
| 3Y | +85.8% | +76.9% | +8.9% | +16.4% |
| All | +60.9% | +76.6% | -15.7% | -1.3% |
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