+12.7%
SOYB vs VOO
+730.8%
-718.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +9.9% | -1.4% | +11.3% | +10.1% |
| 3M | +14.8% | +3.7% | +11.1% | +14.2% |
| 6M | +14.2% | +13.0% | +1.2% | +12.0% |
| YTD | +26.5% | +12.4% | +14.1% | +24.2% |
| 1Y | +25.6% | +18.6% | +7.0% | +22.3% |
| 3Y | -2.9% | +78.1% | -80.9% | -11.4% |
| 5Y | +25.0% | +82.3% | -57.3% | +13.2% |
| 10Y | +47.0% | +322.5% | -275.6% | +10.7% |
| All | +12.7% | +730.8% | -718.2% | -34.5% |
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