+685.5%
SRCE vs VOO
+817.1%
-131.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -3.1% | +0.1% | -3.1% | -3.2% |
| 3M | +17.4% | +2.0% | +15.4% | +14.5% |
| 6M | +28.5% | +13.0% | +15.4% | +12.5% |
| YTD | +41.9% | +13.6% | +28.4% | +23.5% |
| 1Y | +37.7% | +20.1% | +17.6% | +12.8% |
| 3Y | +104.8% | +77.6% | +27.2% | +10.4% |
| 5Y | +111.0% | +82.4% | +28.5% | +7.4% |
| 10Y | +214.3% | +316.8% | -102.5% | -41.5% |
| All | +685.5% | +817.1% | -131.6% | -61.6% |
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