+89.2%
SOCL vs VOO
+325.3%
-236.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.5% |
| 7D | -2.2% | -0.8% | -1.4% | -1.4% |
| 30D | -2.7% | -1.1% | -1.7% | -1.6% |
| 3M | -3.9% | +3.9% | -7.8% | -7.8% |
| 6M | -7.1% | +13.6% | -20.7% | -18.8% |
| YTD | -19.8% | +12.7% | -32.6% | -29.3% |
| 1Y | -26.2% | +17.6% | -43.8% | -37.7% |
| 3Y | +18.7% | +77.3% | -58.7% | -35.3% |
| 5Y | -31.3% | +84.1% | -115.4% | -63.4% |
| All | +89.2% | +325.3% | -236.1% | -56.4% |
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