+190.0%
SKM vs VOO
+807.8%
-617.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | +0.7% | -0.4% | +1.0% | +0.9% |
| 30D | +12.1% | -1.4% | +13.5% | +13.0% |
| 3M | -9.4% | +3.7% | -13.2% | -11.1% |
| 6M | +25.7% | +13.0% | +12.7% | +17.8% |
| YTD | +81.8% | +12.4% | +69.3% | +70.5% |
| 1Y | +73.8% | +18.6% | +55.2% | +58.0% |
| 3Y | +109.0% | +78.1% | +30.9% | +47.6% |
| 5Y | +69.6% | +82.3% | -12.7% | +16.9% |
| 10Y | +124.9% | +322.5% | -197.6% | -7.9% |
| All | +190.0% | +807.8% | -617.8% | -26.9% |
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