+79.6%
SETM vs VOO
+93.6%
-14.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +2.4% |
| 7D | +3.4% | +0.5% | +2.8% | +2.6% |
| 30D | +5.5% | -0.9% | +6.4% | +7.0% |
| 3M | +5.4% | +3.9% | +1.5% | +0.4% |
| 6M | +2.1% | +14.5% | -12.4% | -13.7% |
| YTD | +19.2% | +13.0% | +6.2% | +3.0% |
| 1Y | +56.8% | +19.4% | +37.4% | +27.1% |
| 3Y | +108.1% | +78.9% | +29.2% | +2.9% |
| All | +79.6% | +93.6% | -14.0% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling