+165.4%
SOR vs VOO
+306.9%
-141.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +1.1% | -0.6% | +1.7% | +1.3% |
| 30D | +4.1% | -3.6% | +7.7% | +6.4% |
| 3M | +2.5% | -2.7% | +5.3% | +4.2% |
| 6M | +4.1% | +2.2% | +1.9% | +2.4% |
| YTD | +7.7% | +10.9% | -3.2% | +0.5% |
| 1Y | +8.9% | +11.3% | -2.5% | +1.3% |
| 3Y | +53.1% | +76.9% | -23.8% | +3.9% |
| 5Y | +55.4% | +73.5% | -18.1% | +5.9% |
| 10Y | +165.4% | +307.7% | -142.3% | -1.2% |
| All | +165.4% | +306.9% | -141.5% | -1.2% |
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 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