-48.5%
SRAD vs VOO
+83.0%
-131.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +0.6% |
| 7D | +0.1% | -0.8% | +0.8% | +1.1% |
| 30D | -0.6% | -1.1% | +0.5% | +0.9% |
| 3M | -23.9% | +3.9% | -27.8% | -27.8% |
| 6M | -28.4% | +13.6% | -42.1% | -40.2% |
| YTD | -45.7% | +12.7% | -58.4% | -54.0% |
| 1Y | -57.0% | +17.6% | -74.5% | -65.7% |
| 3Y | +16.3% | +77.3% | -61.0% | -50.3% |
| All | -48.5% | +83.0% | -131.5% | -78.4% |
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