+203.0%
SECT vs VOO
+254.5%
-51.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | +2.8% | +2.6% | +0.3% | +0.3% |
| 30D | -2.3% | -2.0% | -0.3% | -0.2% |
| 3M | -4.9% | -2.8% | -2.1% | -2.2% |
| 6M | +1.3% | +2.2% | -0.8% | -0.6% |
| YTD | +8.9% | +11.5% | -2.6% | -1.9% |
| 1Y | +11.6% | +13.5% | -1.9% | -1.1% |
| 3Y | +65.9% | +78.1% | -12.2% | -3.9% |
| 5Y | +62.3% | +73.1% | -10.8% | -3.6% |
| All | +203.0% | +254.5% | -51.5% | -11.2% |
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