+398.1%
SRE vs VOO
+800.4%
-402.3%
-45.0%
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% | +1.0% |
| 7D | +1.8% | +2.6% | -0.8% | 0.0% |
| 30D | -3.0% | -2.0% | -1.0% | -1.8% |
| 3M | -7.3% | -2.8% | -4.5% | -5.7% |
| 6M | -11.9% | +2.2% | -14.1% | -13.6% |
| YTD | -7.9% | +11.5% | -19.4% | -15.3% |
| 1Y | -11.1% | +13.5% | -24.6% | -19.3% |
| 3Y | +24.8% | +78.1% | -53.3% | -18.2% |
| 5Y | +52.4% | +73.1% | -20.8% | +0.4% |
| 10Y | +127.9% | +310.7% | -182.9% | -20.0% |
| All | +398.1% | +800.4% | -402.3% | -0.9% |
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