+40.6%
SRVR vs VOO
+218.1%
-177.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +1.8% | +2.6% | -0.7% | -0.2% |
| 30D | +1.8% | -2.0% | +3.7% | +3.4% |
| 3M | -10.4% | -2.8% | -7.6% | -8.3% |
| 6M | -16.2% | +2.2% | -18.4% | -17.6% |
| YTD | +2.3% | +11.5% | -9.2% | -6.2% |
| 1Y | +1.8% | +13.5% | -11.7% | -8.0% |
| 3Y | +17.3% | +78.1% | -60.8% | -27.8% |
| 5Y | -20.2% | +73.1% | -93.3% | -50.0% |
| All | +40.6% | +218.1% | -177.5% | -47.3% |
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