+341.8%
SR vs VOO
+817.1%
-475.3%
-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% | -0.4% | -0.5% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +2.4% | +0.1% | +2.3% | +2.3% |
| 3M | +3.0% | +2.0% | +1.0% | +1.4% |
| 6M | -8.3% | +13.0% | -21.4% | -15.6% |
| YTD | +1.9% | +13.6% | -11.6% | -6.6% |
| 1Y | +14.7% | +20.1% | -5.4% | +1.3% |
| 3Y | +60.7% | +77.6% | -16.8% | +7.9% |
| 5Y | +54.8% | +82.4% | -27.7% | 0.0% |
| 10Y | +85.6% | +316.8% | -231.2% | -34.4% |
| All | +341.8% | +817.1% | -475.3% | -19.2% |
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