-100.0%
SOS vs VOO
+267.4%
-367.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.3% | -1.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.3% |
| 30D | -32.5% | -3.3% | -29.2% | -29.1% |
| 3M | -75.3% | -2.4% | -72.9% | -74.2% |
| 6M | -82.5% | +2.6% | -85.1% | -83.1% |
| YTD | -85.7% | +11.3% | -97.0% | -87.3% |
| 1Y | -87.2% | +13.4% | -100.6% | -88.9% |
| 3Y | -99.6% | +80.3% | -179.9% | -99.8% |
| 5Y | -100.0% | +72.7% | -172.7% | -100.0% |
| All | -100.0% | +267.4% | -367.4% | -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