-99.9%
SOAR vs VOO
+81.3%
-181.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -6.8% |
| 7D | -11.7% | -2.0% | -9.7% | -10.8% |
| 30D | +21.9% | -1.7% | +23.6% | +22.9% |
| 3M | -11.7% | +4.7% | -16.5% | -13.8% |
| 6M | -48.0% | +12.6% | -60.5% | -51.7% |
| YTD | -69.5% | +11.8% | -81.3% | -71.5% |
| 1Y | -85.7% | +17.5% | -103.3% | -86.9% |
| 3Y | -99.9% | +77.0% | -176.9% | -99.9% |
| All | -99.9% | +81.3% | -181.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling