-87.0%
SOS vs VOO
+9.8%
-96.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.3% | +5.7% | +5.3% |
| 7D | +1.6% | -2.7% | +4.3% | +8.3% |
| 30D | -35.9% | -5.4% | -30.5% | -27.1% |
| 3M | -75.6% | -4.1% | -71.6% | -73.0% |
| 6M | -82.4% | +0.7% | -83.2% | -82.9% |
| YTD | -86.0% | +8.7% | -94.7% | -89.0% |
| All | -87.0% | +9.8% | -96.8% | -90.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling