+70.2%
SETM vs VOO
+91.6%
-21.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -4.6% |
| 7D | -4.7% | -2.0% | -2.7% | -1.9% |
| 30D | -1.7% | -1.7% | -0.1% | +0.7% |
| 3M | +5.9% | +4.7% | +1.2% | -0.2% |
| 6M | -8.4% | +12.6% | -21.0% | -20.7% |
| YTD | +12.9% | +11.8% | +1.1% | -0.9% |
| 1Y | +53.2% | +17.5% | +35.6% | +26.9% |
| 3Y | +97.1% | +77.0% | +20.1% | -1.0% |
| All | +70.2% | +91.6% | -21.4% | -21.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling