+379.5%
SR vs VOO
+800.4%
-420.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | 0.0% | +2.6% | -2.5% | -1.5% |
| 30D | +11.3% | -2.0% | +13.3% | +12.5% |
| 3M | +8.2% | -2.8% | +11.0% | +9.8% |
| 6M | +6.0% | +2.2% | +3.8% | +4.0% |
| YTD | +10.7% | +11.5% | -0.9% | +2.4% |
| 1Y | +3.7% | +13.5% | -9.8% | -5.2% |
| 3Y | +76.9% | +78.1% | -1.2% | +18.2% |
| 5Y | +77.5% | +73.1% | +4.3% | +18.8% |
| 10Y | +108.2% | +310.7% | -202.6% | -25.9% |
| All | +379.5% | +800.4% | -420.9% | -11.5% |
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