-59.1%
SRI vs VOO
+325.3%
-384.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.1% |
| 7D | -2.8% | -0.8% | -2.0% | -1.8% |
| 30D | +5.1% | -1.1% | +6.1% | +6.5% |
| 3M | -1.9% | +3.9% | -5.8% | -6.5% |
| 6M | -5.1% | +13.6% | -18.7% | -18.4% |
| YTD | +25.6% | +12.7% | +12.9% | +9.7% |
| 1Y | -12.1% | +17.6% | -29.7% | -26.9% |
| 3Y | -62.0% | +77.3% | -139.3% | -79.5% |
| 5Y | -64.1% | +84.1% | -148.2% | -81.5% |
| All | -59.1% | +325.3% | -384.4% | -92.4% |
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