-96.6%
SOUX vs VOO
+14.7%
-111.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | -0.6% |
| 7D | -6.9% | -0.7% | -6.2% | -2.3% |
| 30D | -49.9% | -1.1% | -48.8% | -46.1% |
| 3M | -63.8% | -0.3% | -63.4% | -62.2% |
| 6M | -86.0% | +7.4% | -93.3% | -90.6% |
| YTD | -90.9% | +13.4% | -104.3% | -95.2% |
| 1Y | -96.6% | +14.8% | -111.4% | -98.3% |
| All | -96.6% | +14.7% | -111.3% | -98.3% |
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