+62.8%
SEA vs VOO
+79.9%
-17.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.4% |
| 30D | +8.5% | -0.9% | +9.5% | +9.3% |
| 3M | +14.7% | +3.9% | +10.8% | +11.3% |
| 6M | +18.5% | +14.5% | +4.0% | +6.6% |
| YTD | +39.6% | +13.0% | +26.7% | +26.9% |
| 1Y | +42.0% | +19.4% | +22.6% | +23.6% |
| 3Y | +85.5% | +78.9% | +6.6% | +15.5% |
| All | +62.8% | +79.9% | -17.1% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling