-97.2%
SRFM vs VOO
+72.8%
-170.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -1.5% |
| 7D | -7.1% | -0.4% | -6.7% | -6.2% |
| 30D | -27.8% | -1.4% | -26.5% | -25.2% |
| 3M | -44.7% | +3.7% | -48.4% | -48.2% |
| 6M | -67.3% | +13.0% | -80.4% | -74.0% |
| YTD | -68.4% | +12.4% | -80.8% | -74.4% |
| 1Y | -84.9% | +18.6% | -103.5% | -88.8% |
| 3Y | -94.8% | +78.1% | -172.8% | -97.4% |
| All | -97.2% | +72.8% | -170.0% | -98.6% |
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