+17.0%
SOCL vs VOO
+75.9%
-58.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.4% |
| 7D | -3.2% | -2.0% | -1.2% | -0.9% |
| 30D | -5.9% | -1.7% | -4.3% | -4.1% |
| 3M | -4.4% | +4.7% | -9.1% | -9.3% |
| 6M | -9.4% | +12.6% | -22.0% | -20.6% |
| YTD | -21.0% | +11.8% | -32.8% | -30.1% |
| 1Y | -26.5% | +17.5% | -44.0% | -38.4% |
| All | +17.0% | +75.9% | -58.9% | -42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling