-89.0%
SERV vs VOO
+51.4%
-140.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.4% | -9.4% | -8.8% |
| 7D | -18.6% | +2.6% | -21.2% | -23.9% |
| 30D | -23.8% | -2.0% | -21.9% | -18.2% |
| 3M | -47.0% | -2.8% | -44.2% | -41.5% |
| 6M | -69.6% | +2.2% | -71.8% | -70.1% |
| YTD | -74.8% | +11.5% | -86.3% | -79.8% |
| 1Y | -72.2% | +13.5% | -85.7% | -78.5% |
| All | -89.0% | +51.4% | -140.4% | -93.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling