-44.1%
SRI vs VOO
+803.9%
-847.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.3% |
| 7D | +6.5% | +3.3% | +3.2% | +1.8% |
| 30D | -16.6% | -2.7% | -13.9% | -12.3% |
| 3M | -26.4% | -1.7% | -24.7% | -23.7% |
| 6M | -26.9% | +3.1% | -30.0% | -28.9% |
| YTD | -12.1% | +11.9% | -24.0% | -22.7% |
| 1Y | -16.0% | +12.1% | -28.1% | -26.2% |
| 3Y | -68.2% | +78.6% | -146.8% | -84.4% |
| 5Y | -76.9% | +73.8% | -150.7% | -88.3% |
| 10Y | -67.8% | +312.3% | -380.1% | -95.7% |
| All | -44.1% | +803.9% | -847.9% | -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