+62.8%
SELF vs VOO
+321.7%
-258.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -2.5% | -2.0% | -0.5% | -2.0% |
| 30D | +1.0% | -1.7% | +2.6% | +1.3% |
| 3M | +1.8% | +4.7% | -2.9% | +0.7% |
| 6M | +2.5% | +12.6% | -10.0% | -0.3% |
| YTD | +3.9% | +11.8% | -7.8% | +1.2% |
| 1Y | +6.1% | +17.5% | -11.4% | +2.1% |
| 3Y | +21.2% | +77.0% | -55.8% | +5.3% |
| 5Y | +29.4% | +82.6% | -53.1% | +11.1% |
| All | +62.8% | +321.7% | -258.9% | +32.4% |
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 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