+61.9%
SNY vs VOO
+325.3%
-263.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -3.3% | -0.8% | -2.6% | -3.0% |
| 30D | -2.2% | -1.1% | -1.1% | -1.6% |
| 3M | -3.0% | +3.9% | -6.9% | -4.9% |
| 6M | +2.7% | +13.6% | -10.9% | -3.7% |
| YTD | -6.8% | +12.7% | -19.6% | -12.4% |
| 1Y | -5.3% | +17.6% | -22.8% | -12.8% |
| 3Y | -9.8% | +77.3% | -87.1% | -33.6% |
| 5Y | +9.7% | +84.1% | -74.5% | -22.1% |
| All | +61.9% | +325.3% | -263.4% | -30.3% |
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