-87.3%
SOUX vs VOO
+28.0%
-115.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -6.4% |
| 7D | -14.5% | -0.8% | -13.8% | -10.2% |
| 30D | -31.8% | -1.1% | -30.7% | -26.5% |
| 3M | -33.9% | +3.9% | -37.7% | -45.4% |
| 6M | -59.1% | +13.6% | -72.8% | -79.9% |
| YTD | -78.7% | +12.7% | -91.5% | -88.3% |
| 1Y | -92.6% | +17.6% | -110.2% | -96.5% |
| All | -87.3% | +28.0% | -115.2% | -96.3% |
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 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