-68.5%
SOFX vs VOO
+29.6%
-98.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -0.5% |
| 7D | -9.9% | +2.6% | -12.5% | -20.5% |
| 30D | +11.3% | -2.0% | +13.3% | +25.3% |
| 3M | -38.5% | -2.8% | -35.7% | -26.5% |
| 6M | -22.6% | +2.2% | -24.8% | -23.0% |
| YTD | -78.2% | +11.5% | -89.7% | -85.4% |
| 1Y | -82.6% | +13.5% | -96.1% | -89.1% |
| All | -68.5% | +29.6% | -98.1% | -82.5% |
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 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