-82.2%
SRS vs VOO
+325.3%
-407.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -0.3% |
| 7D | +2.5% | -0.8% | +3.3% | +1.3% |
| 30D | +5.6% | -1.1% | +6.7% | +3.9% |
| 3M | +6.5% | +3.9% | +2.6% | +12.9% |
| 6M | -6.0% | +13.6% | -19.6% | +16.2% |
| YTD | -14.2% | +12.7% | -26.9% | +4.8% |
| 1Y | -6.1% | +17.6% | -23.7% | +23.2% |
| 3Y | -34.7% | +77.3% | -112.0% | +88.4% |
| 5Y | -17.4% | +84.1% | -101.6% | +203.9% |
| All | -82.2% | +325.3% | -407.5% | +269.0% |
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