+45.2%
SIXO vs VOO
+87.7%
-42.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +1.5% | +2.6% | -1.1% | +0.2% |
| 30D | -0.7% | -2.0% | +1.2% | +0.2% |
| 3M | +0.4% | -2.8% | +3.2% | +1.7% |
| 6M | +2.9% | +2.2% | +0.7% | +1.6% |
| YTD | +5.1% | +11.5% | -6.4% | -0.7% |
| 1Y | +7.0% | +13.5% | -6.5% | +0.1% |
| 3Y | +30.9% | +78.1% | -47.2% | -3.1% |
| 5Y | +41.2% | +73.1% | -31.9% | +3.2% |
| All | +45.2% | +87.7% | -42.5% | +2.5% |
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