+53.0%
SRV vs VOO
+812.0%
-759.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.0% | +2.9% |
| 7D | +4.3% | +0.5% | +3.8% | +3.8% |
| 30D | +2.5% | -0.9% | +3.4% | +3.3% |
| 3M | 0.0% | +3.9% | -3.9% | -3.4% |
| 6M | +15.8% | +14.5% | +1.3% | +2.5% |
| YTD | +30.6% | +13.0% | +17.7% | +16.9% |
| 1Y | +29.0% | +19.4% | +9.6% | +9.7% |
| 3Y | +70.9% | +78.9% | -8.0% | +0.5% |
| 5Y | +209.1% | +82.3% | +126.8% | +75.9% |
| 10Y | +164.0% | +314.2% | -150.3% | -26.6% |
| All | +53.0% | +812.0% | -759.0% | -76.0% |
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 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