+18.9%
SREA vs VOO
+189.4%
-170.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.9% | -2.0% | +1.1% | -0.1% |
| 30D | -3.9% | -1.7% | -2.3% | -3.3% |
| 3M | -4.8% | +4.7% | -9.6% | -6.6% |
| 6M | -8.7% | +12.6% | -21.3% | -13.1% |
| YTD | -7.6% | +11.8% | -19.4% | -11.8% |
| 1Y | -10.7% | +17.5% | -28.2% | -16.5% |
| 3Y | -0.7% | +77.0% | -77.7% | -22.1% |
| 5Y | -2.1% | +82.6% | -84.7% | -25.1% |
| All | +18.9% | +189.4% | -170.5% | -29.9% |
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