-97.7%
SRS vs VOO
+812.0%
-909.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | -0.7% |
| 7D | +0.9% | +0.5% | +0.4% | +1.9% |
| 30D | +5.4% | -0.9% | +6.4% | +3.9% |
| 3M | -0.3% | +3.9% | -4.1% | +5.9% |
| 6M | -6.0% | +14.5% | -20.5% | +18.4% |
| YTD | -16.1% | +13.0% | -29.0% | +3.3% |
| 1Y | -10.8% | +19.4% | -30.3% | +21.0% |
| 3Y | -36.1% | +78.9% | -114.9% | +90.2% |
| 5Y | -13.8% | +82.3% | -96.1% | +216.5% |
| 10Y | -81.6% | +314.2% | -395.9% | +348.2% |
| All | -97.7% | +812.0% | -909.7% | +319.9% |
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