+31.6%
SON vs VOO
+321.7%
-290.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | -8.1% | -2.0% | -6.1% | -6.6% |
| 30D | -16.2% | -1.7% | -14.5% | -15.1% |
| 3M | -0.2% | +4.7% | -5.0% | -4.1% |
| 6M | -7.3% | +12.6% | -19.9% | -16.1% |
| YTD | +14.3% | +11.8% | +2.5% | +3.9% |
| 1Y | +9.7% | +17.5% | -7.9% | -4.6% |
| 3Y | 0.0% | +77.0% | -77.0% | -39.2% |
| 5Y | -6.8% | +82.6% | -89.4% | -45.5% |
| All | +31.6% | +321.7% | -290.1% | -64.8% |
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 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