-72.3%
SERV vs VOO
+11.8%
-84.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.3% | -7.9% | -7.1% |
| 7D | +25.2% | +3.3% | +21.9% | +12.6% |
| 30D | -23.2% | -2.7% | -20.6% | -14.2% |
| 3M | -39.9% | -1.7% | -38.1% | -34.8% |
| 6M | -66.8% | +3.1% | -70.0% | -69.2% |
| YTD | -72.0% | +11.9% | -84.0% | -80.1% |
| 1Y | -72.3% | +12.1% | -84.3% | -80.2% |
| All | -72.3% | +11.8% | -84.1% | -80.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling