-100.0%
SRTY vs VOO
+817.1%
-917.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -1.8% |
| 7D | 0.0% | +0.1% | -0.2% | +0.4% |
| 30D | +4.5% | +0.1% | +4.4% | +5.1% |
| 3M | -5.1% | +2.0% | -7.1% | +4.3% |
| 6M | -34.4% | +13.0% | -47.4% | +6.8% |
| YTD | -45.9% | +13.6% | -59.5% | -9.0% |
| 1Y | -53.9% | +20.1% | -74.0% | -2.8% |
| 3Y | -82.6% | +77.6% | -160.2% | +97.2% |
| 5Y | -84.5% | +82.4% | -166.9% | +232.0% |
| 10Y | -99.6% | +316.8% | -416.5% | +350.7% |
| All | -100.0% | +817.1% | -917.1% | +477.2% |
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 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