-2.2%
SON vs VOO
+75.1%
-77.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.2% |
| 7D | -2.9% | -0.9% | -2.0% | -2.4% |
| 30D | +4.4% | -2.3% | +6.7% | +5.9% |
| 3M | -13.3% | -1.2% | -12.1% | -12.8% |
| 6M | -0.9% | +3.3% | -4.2% | -3.4% |
| YTD | +18.3% | +12.3% | +6.0% | +8.6% |
| 1Y | +27.0% | +12.5% | +14.5% | +16.4% |
| 3Y | +4.3% | +79.2% | -74.9% | -32.6% |
| 5Y | -2.2% | +75.7% | -77.9% | -37.6% |
| All | -2.2% | +75.1% | -77.3% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling