+421.9%
SRE vs VOO
+817.1%
-395.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.7% | +0.1% | -0.8% | -0.8% |
| 3M | -6.3% | +2.0% | -8.3% | -7.9% |
| 6M | -10.7% | +13.0% | -23.7% | -18.4% |
| YTD | -3.5% | +13.6% | -17.0% | -12.2% |
| 1Y | +5.3% | +20.1% | -14.8% | -8.0% |
| 3Y | +31.8% | +77.6% | -45.8% | -13.3% |
| 5Y | +47.4% | +82.4% | -35.1% | -6.4% |
| 10Y | +120.6% | +316.8% | -196.3% | -23.2% |
| All | +421.9% | +817.1% | -395.2% | +2.7% |
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