+503.6%
SOR vs VOO
+795.4%
-291.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +1.1% | -0.6% | +1.7% | +1.4% |
| 30D | +4.1% | -3.6% | +7.7% | +6.7% |
| 3M | +2.5% | -2.7% | +5.3% | +4.4% |
| 6M | +4.1% | +2.2% | +1.9% | +2.2% |
| YTD | +7.7% | +10.9% | -3.2% | -0.4% |
| 1Y | +8.9% | +11.3% | -2.5% | +0.4% |
| 3Y | +53.1% | +76.9% | -23.8% | -0.7% |
| 5Y | +55.4% | +73.5% | -18.1% | +1.1% |
| 10Y | +165.4% | +307.7% | -142.3% | -15.9% |
| All | +503.6% | +795.4% | -291.8% | -14.7% |
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