-86.9%
SERV vs VOO
+50.6%
-137.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.3% | -7.9% | -7.3% |
| 7D | +19.2% | -0.6% | +19.7% | +22.1% |
| 30D | -28.5% | -3.6% | -24.9% | -19.5% |
| 3M | -36.8% | -2.7% | -34.1% | -30.5% |
| 6M | -64.5% | +2.2% | -66.8% | -65.2% |
| YTD | -70.0% | +10.9% | -80.9% | -75.7% |
| 1Y | -70.8% | +11.3% | -82.1% | -76.3% |
| All | -86.9% | +50.6% | -137.5% | -92.4% |
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