+110.6%
SKM vs VOO
+77.4%
+33.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.8% |
| 7D | -2.1% | -0.8% | -1.4% | -1.8% |
| 30D | +8.0% | -1.1% | +9.1% | +8.6% |
| 3M | -0.1% | +3.9% | -4.0% | -1.6% |
| 6M | +30.3% | +13.6% | +16.7% | +24.8% |
| YTD | +84.5% | +12.7% | +71.8% | +76.8% |
| 1Y | +73.6% | +17.6% | +56.0% | +64.0% |
| 3Y | +110.6% | +77.3% | +33.2% | +60.8% |
| All | +110.6% | +77.4% | +33.2% | +60.8% |
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