-95.9%
SRG vs VOO
+325.3%
-421.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.6% |
| 7D | -7.7% | -0.8% | -6.9% | -6.7% |
| 30D | -17.6% | -1.1% | -16.5% | -16.3% |
| 3M | -27.5% | +3.9% | -31.4% | -31.5% |
| 6M | -31.9% | +13.6% | -45.5% | -42.9% |
| YTD | -40.9% | +12.7% | -53.6% | -50.0% |
| 1Y | -56.3% | +17.6% | -73.8% | -64.9% |
| 3Y | -74.9% | +77.3% | -152.2% | -88.9% |
| 5Y | -86.9% | +84.1% | -171.1% | -94.4% |
| All | -95.9% | +325.3% | -421.1% | -99.2% |
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 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