-40.6%
SRTY vs VOO
+12.0%
-52.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.4% | +0.8% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | -3.5% | -3.6% | +0.1% | -13.1% |
| 3M | +20.3% | -2.7% | +23.1% | +12.8% |
| 6M | +0.1% | +2.2% | -2.1% | +16.3% |
| YTD | -37.8% | +10.9% | -48.7% | +5.4% |
| 1Y | -40.6% | +11.3% | -52.0% | +4.1% |
| All | -40.6% | +12.0% | -52.6% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling