+30.0%
SOVF vs VOO
+86.4%
-56.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.7% |
| 7D | -2.1% | -0.8% | -1.3% | -1.5% |
| 30D | -2.4% | -1.1% | -1.3% | -1.4% |
| 3M | +10.5% | +3.9% | +6.7% | +6.8% |
| 6M | +13.7% | +13.6% | 0.0% | +1.0% |
| YTD | +7.7% | +12.7% | -5.0% | -3.6% |
| 1Y | +1.6% | +17.6% | -15.9% | -12.7% |
| All | +30.0% | +86.4% | -56.3% | -29.7% |
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