-99.9%
SOAR vs VOO
+84.2%
-184.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.4% | +9.0% | +8.8% |
| 7D | +10.6% | +0.1% | +10.5% | +10.4% |
| 30D | +77.8% | +0.1% | +77.7% | +77.5% |
| 3M | -25.0% | +2.0% | -27.0% | -26.0% |
| 6M | -30.4% | +13.0% | -43.5% | -35.6% |
| YTD | -62.5% | +13.6% | -76.1% | -65.3% |
| 1Y | -82.2% | +20.1% | -102.3% | -83.9% |
| 3Y | -99.9% | +77.6% | -177.5% | -99.9% |
| All | -99.9% | +84.2% | -184.1% | -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 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