-48.8%
SRTS vs VOO
+325.3%
-374.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.3% |
| 7D | -1.3% | -0.8% | -0.5% | -0.7% |
| 30D | +0.6% | -1.1% | +1.7% | +1.4% |
| 3M | +16.2% | +3.9% | +12.3% | +12.7% |
| 6M | -23.2% | +13.6% | -36.8% | -30.6% |
| YTD | -20.9% | +12.7% | -33.6% | -27.9% |
| 1Y | -2.8% | +17.6% | -20.4% | -14.3% |
| 3Y | +10.5% | +77.3% | -66.8% | -29.0% |
| 5Y | -11.9% | +84.1% | -96.0% | -44.9% |
| All | -48.8% | +325.3% | -374.1% | -71.8% |
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