+25.2%
SELF vs VOO
+72.8%
-47.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -1.0% | -0.6% | -0.4% | -0.9% |
| 30D | -1.6% | -3.6% | +2.0% | -0.7% |
| 3M | -6.1% | -2.7% | -3.4% | -5.5% |
| 6M | -6.2% | +2.2% | -8.5% | -6.9% |
| YTD | -1.3% | +10.9% | -12.2% | -4.3% |
| 1Y | +2.6% | +11.3% | -8.8% | -0.7% |
| 3Y | +24.8% | +76.9% | -52.1% | +3.2% |
| 5Y | +25.2% | +73.5% | -48.3% | +7.4% |
| All | +25.2% | +72.8% | -47.5% | +7.4% |
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