-79.2%
SERV vs VOO
+54.2%
-133.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.4% |
| 7D | -1.7% | +0.1% | -1.8% | -2.0% |
| 30D | -12.6% | +0.1% | -12.7% | -12.7% |
| 3M | -41.2% | +2.0% | -43.2% | -43.4% |
| 6M | -49.7% | +13.0% | -62.8% | -62.5% |
| YTD | -52.4% | +13.6% | -65.9% | -64.4% |
| 1Y | -50.3% | +20.1% | -70.3% | -66.4% |
| All | -79.2% | +54.2% | -133.4% | -88.9% |
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