+400.5%
SO vs VOO
+795.4%
-394.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.1% | -0.6% | +0.5% | +0.1% |
| 30D | +8.7% | -3.6% | +12.3% | +10.4% |
| 3M | +3.4% | -2.7% | +6.1% | +4.5% |
| 6M | +3.7% | +2.2% | +1.5% | +2.1% |
| YTD | +10.0% | +10.9% | -0.9% | +3.9% |
| 1Y | +6.6% | +11.3% | -4.7% | +0.4% |
| 3Y | +52.5% | +76.9% | -24.4% | +10.7% |
| 5Y | +76.1% | +73.5% | +2.5% | +27.4% |
| 10Y | +194.9% | +307.7% | -112.8% | +37.6% |
| All | +400.5% | +795.4% | -394.9% | +71.8% |
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 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