+5.8%
SRET vs VOO
+309.6%
-303.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -1.9% | +2.6% | -4.4% | -3.8% |
| 30D | +3.3% | -2.0% | +5.2% | +4.7% |
| 3M | -9.3% | -2.8% | -6.5% | -7.5% |
| 6M | -7.7% | +2.2% | -9.9% | -9.8% |
| YTD | -2.3% | +11.5% | -13.8% | -11.1% |
| 1Y | -0.6% | +13.5% | -14.1% | -10.9% |
| 3Y | +31.5% | +78.1% | -46.6% | -20.9% |
| 5Y | +1.5% | +73.1% | -71.7% | -38.1% |
| All | +5.8% | +309.6% | -303.9% | -65.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling