-49.3%
SOC vs VOO
+96.1%
-145.4%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +4.2% | -2.0% | +6.2% | +5.3% |
| 30D | +5.8% | -1.7% | +7.5% | +6.6% |
| 3M | -58.6% | +4.7% | -63.3% | -60.1% |
| 6M | -65.9% | +12.6% | -78.4% | -68.6% |
| YTD | -45.5% | +11.8% | -57.2% | -49.6% |
| 1Y | -80.0% | +17.5% | -97.5% | -81.9% |
| 3Y | -53.1% | +77.0% | -130.1% | -61.0% |
| 5Y | -49.1% | +82.6% | -131.7% | -57.7% |
| All | -49.3% | +96.1% | -145.4% | -58.5% |
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