-15.0%
SRI vs VOO
+14.7%
-29.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.7% | -4.6% |
| 7D | -5.3% | -0.7% | -4.6% | -3.6% |
| 30D | -12.3% | -1.1% | -11.2% | -10.1% |
| 3M | -24.0% | -0.3% | -23.7% | -23.4% |
| 6M | -15.2% | +7.4% | -22.6% | -29.2% |
| YTD | -1.0% | +13.4% | -14.4% | -24.8% |
| 1Y | -15.0% | +14.8% | -29.8% | -36.8% |
| All | -15.0% | +14.7% | -29.7% | -36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling