+162.0%
SO vs VOO
+315.3%
-153.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.5% |
| 7D | 0.0% | -0.4% | +0.4% | +0.2% |
| 30D | -2.5% | -1.4% | -1.1% | -1.8% |
| 3M | -4.2% | +3.7% | -7.9% | -6.2% |
| 6M | -7.7% | +13.0% | -20.7% | -13.8% |
| YTD | +3.8% | +12.4% | -8.6% | -3.0% |
| 1Y | +0.1% | +18.6% | -18.5% | -9.4% |
| 3Y | +44.2% | +78.1% | -33.8% | -0.1% |
| 5Y | +57.9% | +82.3% | -24.4% | +5.7% |
| 10Y | +162.0% | +322.5% | -160.6% | +4.3% |
| All | +162.0% | +315.3% | -153.3% | +4.3% |
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