-100.0%
SOS vs VOO
+272.9%
-372.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.1% | -1.9% |
| 7D | -4.3% | +0.5% | -4.9% | -5.0% |
| 30D | -4.7% | -0.9% | -3.7% | -3.3% |
| 3M | -22.5% | +3.9% | -26.4% | -26.5% |
| 6M | -38.1% | +14.5% | -52.7% | -48.2% |
| YTD | -44.8% | +13.0% | -57.7% | -52.5% |
| 1Y | -36.1% | +19.4% | -55.5% | -48.6% |
| 3Y | -98.8% | +78.9% | -177.7% | -99.4% |
| 5Y | -100.0% | +82.3% | -182.2% | -100.0% |
| All | -100.0% | +272.9% | -372.9% | -100.0% |
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