-16.8%
SRS vs VOO
+82.8%
-99.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -0.5% |
| 7D | +2.5% | -0.8% | +3.3% | +1.4% |
| 30D | +5.6% | -1.1% | +6.7% | +4.1% |
| 3M | +6.5% | +3.9% | +2.6% | +12.2% |
| 6M | -6.0% | +13.6% | -19.6% | +13.8% |
| YTD | -14.2% | +12.7% | -26.9% | +2.7% |
| 1Y | -6.1% | +17.6% | -23.7% | +20.2% |
| 3Y | -34.7% | +77.3% | -112.0% | +78.6% |
| All | -16.8% | +82.8% | -99.6% | +190.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling