-7.1%
SETM vs VOO
+11.8%
-18.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.5% |
| 7D | +0.3% | +3.3% | -3.0% | -6.3% |
| 30D | -11.9% | -2.7% | -9.2% | -6.2% |
| 3M | -27.6% | -1.7% | -25.8% | -24.4% |
| 6M | -38.0% | +3.1% | -41.1% | -41.4% |
| YTD | -16.6% | +11.9% | -28.6% | -33.0% |
| 1Y | -7.1% | +12.1% | -19.2% | -25.1% |
| All | -7.1% | +11.8% | -18.9% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling