-85.8%
SOUX vs VOO
+28.3%
-114.1%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.6% | -1.6% |
| 7D | -8.7% | +0.5% | -9.3% | -12.1% |
| 30D | -36.2% | -0.9% | -35.3% | -31.9% |
| 3M | -37.1% | +3.9% | -41.0% | -47.8% |
| 6M | -57.9% | +14.5% | -72.4% | -80.2% |
| YTD | -76.4% | +13.0% | -89.4% | -87.2% |
| 1Y | -92.7% | +19.4% | -112.1% | -96.8% |
| All | -85.8% | +28.3% | -114.1% | -95.9% |
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