-80.4%
SERV vs VOO
+52.6%
-133.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -3.8% |
| 7D | -4.4% | -0.4% | -4.1% | -3.5% |
| 30D | -5.4% | -1.4% | -4.0% | -1.5% |
| 3M | -32.9% | +3.7% | -36.6% | -38.3% |
| 6M | -50.9% | +13.0% | -64.0% | -63.3% |
| YTD | -55.2% | +12.4% | -67.6% | -65.6% |
| 1Y | -56.9% | +18.6% | -75.5% | -69.9% |
| All | -80.4% | +52.6% | -133.1% | -89.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling