+31.2%
SRET vs VOO
+79.1%
-48.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -2.6% | +3.3% | -5.9% | -4.1% |
| 30D | +2.1% | -2.7% | +4.8% | +3.3% |
| 3M | -9.0% | -1.7% | -7.3% | -8.4% |
| 6M | -8.6% | +3.1% | -11.7% | -10.2% |
| YTD | -2.5% | +11.9% | -14.4% | -8.1% |
| 1Y | -1.3% | +12.1% | -13.4% | -7.1% |
| All | +31.2% | +79.1% | -48.0% | -21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling