-42.8%
SRAD vs VOO
+72.6%
-115.4%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | -5.4% | +2.6% | -8.0% | -8.4% |
| 30D | +10.1% | -2.0% | +12.1% | +12.6% |
| 3M | -5.7% | -2.8% | -2.9% | -2.5% |
| 6M | +2.9% | +2.2% | +0.7% | -0.6% |
| YTD | -46.1% | +11.5% | -57.6% | -53.7% |
| 1Y | -43.4% | +13.5% | -56.9% | -52.6% |
| 3Y | +31.1% | +78.1% | -47.0% | -43.8% |
| All | -42.8% | +72.6% | -115.4% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling