-98.5%
SER vs VOO
+210.4%
-308.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -21.9% | -0.6% | -21.3% | -21.6% |
| 30D | -28.5% | -3.6% | -24.9% | -26.2% |
| 3M | -46.4% | -2.7% | -43.7% | -45.2% |
| 6M | -18.3% | +2.2% | -20.5% | -19.9% |
| YTD | -25.2% | +10.9% | -36.1% | -31.5% |
| 1Y | -64.2% | +11.3% | -75.5% | -67.3% |
| 3Y | -93.2% | +76.9% | -170.2% | -96.2% |
| 5Y | -95.1% | +73.5% | -168.6% | -97.3% |
| All | -98.5% | +210.4% | -308.9% | -99.7% |
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