-99.6%
SRTY vs VOO
+315.3%
-414.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +2.7% |
| 7D | +3.6% | -0.4% | +3.9% | +2.4% |
| 30D | +10.2% | -1.4% | +11.6% | +5.8% |
| 3M | -6.4% | +3.7% | -10.1% | +7.7% |
| 6M | -36.8% | +13.0% | -49.8% | +1.3% |
| YTD | -43.0% | +12.4% | -55.4% | -8.3% |
| 1Y | -51.4% | +18.6% | -69.9% | -3.3% |
| 3Y | -83.6% | +78.1% | -161.6% | +75.0% |
| 5Y | -84.5% | +82.3% | -166.8% | +206.0% |
| 10Y | -99.6% | +322.5% | -422.2% | +320.0% |
| All | -99.6% | +315.3% | -414.9% | +320.0% |
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