+25.8%
SON vs VOO
+11.8%
+14.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -4.2% | +3.3% | -7.5% | -5.4% |
| 30D | +1.0% | -2.7% | +3.7% | +2.1% |
| 3M | -15.3% | -1.7% | -13.5% | -14.7% |
| 6M | -1.3% | +3.1% | -4.4% | -2.7% |
| YTD | +16.1% | +11.9% | +4.2% | +10.1% |
| 1Y | +25.8% | +12.1% | +13.7% | +19.2% |
| All | +25.8% | +11.8% | +14.0% | +19.2% |
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