-39.8%
SOEZ vs VOO
+12.5%
-52.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.5% |
| 7D | -9.2% | +3.3% | -12.5% | -15.6% |
| 30D | -24.1% | -2.7% | -21.5% | -19.1% |
| 3M | +8.7% | -1.7% | +10.5% | +13.7% |
| 6M | -12.4% | +3.1% | -15.5% | -18.6% |
| YTD | -31.6% | +11.9% | -43.5% | -43.8% |
| All | -39.8% | +12.5% | -52.3% | -50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling