-24.3%
SOEZ vs VOO
+13.5%
-37.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.6% |
| 7D | +2.9% | +0.5% | +2.3% | +1.6% |
| 30D | +40.0% | -0.9% | +40.9% | +43.3% |
| 3M | +55.0% | +3.9% | +51.1% | +41.0% |
| 6M | +24.7% | +14.5% | +10.1% | -9.9% |
| YTD | -14.0% | +13.0% | -26.9% | -31.0% |
| All | -24.3% | +13.5% | -37.8% | -39.3% |
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