-49.2%
SOC vs VOO
+81.6%
-130.7%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | +3.6% | -0.4% | +3.9% | +3.7% |
| 30D | -3.3% | -1.4% | -2.0% | -2.7% |
| 3M | -58.4% | +3.7% | -62.1% | -59.7% |
| 6M | -65.3% | +13.0% | -78.3% | -68.2% |
| YTD | -45.5% | +12.4% | -57.9% | -49.8% |
| 1Y | -75.5% | +18.6% | -94.1% | -78.0% |
| 3Y | -53.1% | +78.1% | -131.2% | -61.2% |
| 5Y | -49.2% | +82.3% | -131.4% | -57.9% |
| All | -49.2% | +81.6% | -130.7% | -57.9% |
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