+10.5%
SRTS vs VOO
+77.4%
-66.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.3% |
| 7D | -1.3% | -0.8% | -0.5% | -0.6% |
| 30D | +0.6% | -1.1% | +1.7% | +1.5% |
| 3M | +16.2% | +3.9% | +12.3% | +12.6% |
| 6M | -23.2% | +13.6% | -36.8% | -31.2% |
| YTD | -20.9% | +12.7% | -33.6% | -28.5% |
| 1Y | -2.8% | +17.6% | -20.4% | -15.0% |
| 3Y | +10.5% | +77.3% | -66.8% | -18.2% |
| All | +10.5% | +77.4% | -66.9% | -18.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling