+47.2%
SIXJ vs VOO
+69.2%
-22.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | 0.0% |
| 7D | +1.3% | +2.6% | -1.2% | 0.0% |
| 30D | -1.2% | -2.0% | +0.8% | -0.2% |
| 3M | -0.8% | -2.8% | +2.0% | +0.6% |
| 6M | +3.2% | +2.2% | +1.0% | +1.9% |
| YTD | +8.1% | +11.5% | -3.4% | +1.8% |
| 1Y | +10.4% | +13.5% | -3.1% | +3.0% |
| 3Y | +48.7% | +78.1% | -29.4% | +7.6% |
| All | +47.2% | +69.2% | -22.0% | +7.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling