-26.9%
SONO vs VOO
+209.7%
-236.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | -8.9% | -0.4% | -8.6% | -8.5% |
| 30D | -5.8% | -1.4% | -4.4% | -4.1% |
| 3M | -5.4% | +3.7% | -9.1% | -9.7% |
| 6M | +2.5% | +13.0% | -10.6% | -11.2% |
| YTD | -17.1% | +12.4% | -29.6% | -27.8% |
| 1Y | -2.9% | +18.6% | -21.5% | -20.2% |
| 3Y | +9.2% | +78.1% | -68.8% | -41.0% |
| 5Y | -61.4% | +82.3% | -143.7% | -79.3% |
| All | -26.9% | +209.7% | -236.7% | -74.7% |
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