-66.4%
SOC vs VOO
+14.7%
-81.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.2% | +1.6% | -21.8% | -19.7% |
| 7D | -35.3% | -0.7% | -34.6% | -35.1% |
| 30D | -42.9% | -1.1% | -41.9% | -42.8% |
| 3M | -55.8% | -0.3% | -55.5% | -55.6% |
| 6M | -86.3% | +7.4% | -93.7% | -86.5% |
| YTD | -78.0% | +13.4% | -91.4% | -78.2% |
| 1Y | -66.4% | +14.8% | -81.2% | -69.0% |
| All | -66.4% | +14.7% | -81.1% | -69.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling