-97.3%
SER vs VOO
+214.7%
-312.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.2% |
| 7D | -1.9% | -0.4% | -1.5% | -1.6% |
| 30D | -3.7% | -1.4% | -2.4% | -2.4% |
| 3M | +45.2% | +3.7% | +41.5% | +40.8% |
| 6M | +61.6% | +13.0% | +48.6% | +45.8% |
| YTD | +34.3% | +12.4% | +21.9% | +21.8% |
| 1Y | -52.1% | +18.6% | -70.6% | -58.5% |
| 3Y | -90.4% | +78.1% | -168.5% | -94.7% |
| 5Y | -92.9% | +82.3% | -175.1% | -96.3% |
| All | -97.3% | +214.7% | -312.0% | -99.5% |
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