-94.4%
SRG vs VOO
+347.7%
-442.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.5% | -5.9% | -5.8% |
| 7D | -7.3% | -0.4% | -6.9% | -6.7% |
| 30D | -20.7% | -1.4% | -19.4% | -19.3% |
| 3M | -29.5% | +3.7% | -33.2% | -33.1% |
| 6M | -32.5% | +13.0% | -45.5% | -42.6% |
| YTD | -41.2% | +12.4% | -53.7% | -49.7% |
| 1Y | -57.4% | +18.6% | -76.0% | -65.8% |
| 3Y | -74.6% | +78.1% | -152.6% | -88.3% |
| 5Y | -87.3% | +82.3% | -169.6% | -94.2% |
| 10Y | -95.8% | +322.5% | -418.3% | -99.1% |
| All | -94.4% | +347.7% | -442.1% | -98.8% |
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