+168.9%
SRV vs VOO
+325.3%
-156.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.5% |
| 7D | +1.8% | -0.8% | +2.6% | +2.5% |
| 30D | -0.8% | -1.1% | +0.3% | 0.0% |
| 3M | -0.4% | +3.9% | -4.3% | -3.8% |
| 6M | +11.3% | +13.6% | -2.4% | -1.0% |
| YTD | +29.8% | +12.7% | +17.1% | +16.2% |
| 1Y | +27.5% | +17.6% | +9.9% | +9.7% |
| 3Y | +71.7% | +77.3% | -5.7% | +0.4% |
| 5Y | +204.2% | +84.1% | +120.1% | +68.8% |
| All | +168.9% | +325.3% | -156.4% | -38.5% |
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