-25.2%
SOEZ vs VOO
+14.2%
-39.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +37.3% | +0.1% | +37.3% | +37.3% |
| 3M | +49.3% | +2.0% | +47.3% | +43.2% |
| 6M | +12.4% | +13.0% | -0.6% | -13.0% |
| YTD | -15.1% | +13.6% | -28.6% | -32.8% |
| All | -25.2% | +14.2% | -39.4% | -40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling