-24.1%
SONO vs VOO
+210.5%
-234.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.4% |
| 7D | -1.6% | -0.8% | -0.8% | -0.6% |
| 30D | -4.0% | -1.1% | -2.9% | -2.7% |
| 3M | -2.1% | +3.9% | -6.0% | -6.8% |
| 6M | +6.9% | +13.6% | -6.8% | -8.0% |
| YTD | -13.9% | +12.7% | -26.6% | -25.2% |
| 1Y | -0.2% | +17.6% | -17.8% | -17.1% |
| 3Y | +13.7% | +77.3% | -63.6% | -38.3% |
| 5Y | -59.1% | +84.1% | -143.2% | -78.3% |
| All | -24.1% | +210.5% | -234.5% | -73.8% |
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