+33.0%
SIEB vs VOO
+77.4%
-44.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.8% |
| 7D | +6.7% | -0.8% | +7.5% | +7.4% |
| 30D | +56.1% | -1.1% | +57.1% | +57.2% |
| 3M | +46.7% | +3.9% | +42.9% | +40.9% |
| 6M | +31.1% | +13.6% | +17.4% | +16.0% |
| YTD | -23.1% | +12.7% | -35.8% | -31.4% |
| 1Y | -3.9% | +17.6% | -21.5% | -17.4% |
| 3Y | +33.0% | +77.3% | -44.3% | -8.7% |
| All | +33.0% | +77.4% | -44.4% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling