-49.2%
SRAD vs VOO
+83.4%
-132.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.6% |
| 7D | +3.4% | +0.5% | +2.9% | +2.7% |
| 30D | -2.2% | -0.9% | -1.3% | -0.9% |
| 3M | -16.6% | +3.9% | -20.5% | -21.0% |
| 6M | -31.4% | +14.5% | -45.9% | -43.2% |
| YTD | -46.4% | +13.0% | -59.4% | -54.8% |
| 1Y | -58.9% | +19.4% | -78.3% | -68.0% |
| 3Y | +12.7% | +78.9% | -66.2% | -52.5% |
| All | -49.2% | +83.4% | -132.6% | -78.8% |
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