+19.5%
SRET vs VOO
+352.4%
-333.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -1.3% | +0.1% | -1.4% | -1.4% |
| 3M | +2.1% | +2.0% | 0.0% | +0.2% |
| 6M | +1.6% | +13.0% | -11.4% | -7.9% |
| YTD | +6.6% | +13.6% | -7.0% | -3.9% |
| 1Y | +9.8% | +20.1% | -10.2% | -5.5% |
| 3Y | +31.1% | +77.6% | -46.5% | -19.2% |
| 5Y | +8.8% | +82.4% | -73.7% | -35.2% |
| 10Y | +4.8% | +316.8% | -312.1% | -65.5% |
| All | +19.5% | +352.4% | -333.0% | -62.7% |
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