-24.9%
SOEZ vs VOO
+13.3%
-38.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +0.5% |
| 7D | +0.4% | -0.8% | +1.2% | +2.3% |
| 30D | +35.6% | -1.1% | +36.7% | +39.3% |
| 3M | +54.6% | +3.9% | +50.7% | +40.5% |
| 6M | +20.1% | +13.6% | +6.5% | -10.5% |
| YTD | -14.7% | +12.7% | -27.4% | -31.2% |
| All | -24.9% | +13.3% | -38.2% | -39.5% |
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