+49.1%
SIXJ vs VOO
+79.1%
-30.1%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.8% | +3.3% | -1.5% | +0.2% |
| 30D | -1.6% | -2.7% | +1.1% | -0.3% |
| 3M | -0.3% | -1.7% | +1.5% | +0.6% |
| 6M | +3.5% | +3.1% | +0.4% | +1.8% |
| YTD | +8.4% | +11.9% | -3.5% | +2.2% |
| 1Y | +10.2% | +12.1% | -1.9% | +3.8% |
| All | +49.1% | +79.1% | -30.1% | +9.4% |
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