-99.9%
SOAR vs VOO
+82.8%
-182.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.6% |
| 7D | -20.5% | -0.8% | -19.7% | -20.1% |
| 30D | +16.3% | -1.1% | +17.4% | +16.9% |
| 3M | -7.4% | +3.9% | -11.3% | -9.2% |
| 6M | -47.1% | +13.6% | -60.8% | -51.1% |
| YTD | -70.2% | +12.7% | -82.9% | -72.3% |
| 1Y | -87.2% | +17.6% | -104.8% | -88.3% |
| 3Y | -99.9% | +77.3% | -177.2% | -99.9% |
| All | -99.9% | +82.8% | -182.7% | -99.9% |
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 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