+179.2%
SKE vs VOO
+807.8%
-628.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.8% |
| 7D | +3.8% | -0.4% | +4.1% | +3.9% |
| 30D | -0.3% | -1.4% | +1.0% | +0.2% |
| 3M | +26.6% | +3.7% | +22.9% | +25.3% |
| 6M | -1.6% | +13.0% | -14.7% | -5.2% |
| YTD | +38.9% | +12.4% | +26.4% | +34.2% |
| 1Y | +89.8% | +18.6% | +71.2% | +80.5% |
| 3Y | +625.8% | +78.1% | +547.7% | +511.3% |
| 5Y | +186.3% | +82.3% | +104.0% | +137.0% |
| 10Y | +749.2% | +322.5% | +426.7% | +644.0% |
| All | +179.2% | +807.8% | -628.6% | +210.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling