-58.6%
SERV vs VOO
+17.3%
-75.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -2.8% |
| 7D | -8.5% | -2.0% | -6.5% | -1.3% |
| 30D | -9.8% | -1.7% | -8.1% | -3.6% |
| 3M | -36.7% | +4.7% | -41.4% | -46.0% |
| 6M | -54.3% | +12.6% | -66.8% | -70.0% |
| YTD | -57.4% | +11.8% | -69.2% | -71.0% |
| 1Y | -58.6% | +17.5% | -76.1% | -78.2% |
| All | -58.6% | +17.3% | -75.9% | -78.2% |
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