-20.7%
SRI vs VOO
+807.8%
-828.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.2% |
| 7D | -0.1% | -0.4% | +0.2% | +0.3% |
| 30D | +1.5% | -1.4% | +2.9% | +3.6% |
| 3M | +2.7% | +3.7% | -1.0% | -2.3% |
| 6M | -5.1% | +13.0% | -18.2% | -19.1% |
| YTD | +24.7% | +12.4% | +12.3% | +7.8% |
| 1Y | -12.0% | +18.6% | -30.5% | -29.1% |
| 3Y | -62.3% | +78.1% | -140.4% | -81.6% |
| 5Y | -65.7% | +82.3% | -147.9% | -84.0% |
| 10Y | -59.0% | +322.5% | -381.5% | -94.8% |
| All | -20.7% | +807.8% | -828.5% | -98.1% |
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