-94.1%
SRG vs VOO
+349.7%
-443.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.2% |
| 7D | +1.0% | +0.5% | +0.4% | +0.4% |
| 30D | -15.7% | -0.9% | -14.8% | -14.7% |
| 3M | -22.7% | +3.9% | -26.6% | -26.8% |
| 6M | -29.7% | +14.5% | -44.2% | -41.2% |
| YTD | -37.2% | +13.0% | -50.2% | -46.6% |
| 1Y | -47.6% | +19.4% | -67.0% | -58.4% |
| 3Y | -72.8% | +78.9% | -151.7% | -87.6% |
| 5Y | -86.6% | +82.3% | -168.8% | -93.9% |
| 10Y | -95.6% | +314.2% | -409.8% | -99.0% |
| All | -94.1% | +349.7% | -443.8% | -98.7% |
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