-100.0%
SOS vs VOO
+275.0%
-375.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.8% |
| 7D | -13.4% | +0.1% | -13.5% | -13.5% |
| 30D | +0.5% | +0.1% | +0.5% | +0.6% |
| 3M | -26.4% | +2.0% | -28.4% | -28.4% |
| 6M | -46.8% | +13.0% | -59.8% | -54.5% |
| YTD | -43.3% | +13.6% | -56.9% | -51.6% |
| 1Y | -38.0% | +20.1% | -58.0% | -50.5% |
| 3Y | -98.8% | +77.6% | -176.4% | -99.4% |
| 5Y | -100.0% | +82.4% | -182.4% | -100.0% |
| All | -100.0% | +275.0% | -375.0% | -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 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