+48.5%
SRVR vs VOO
+218.8%
-170.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.8% |
| 7D | -1.5% | -2.0% | +0.5% | +0.1% |
| 30D | -3.2% | -1.7% | -1.6% | -1.9% |
| 3M | -7.3% | +4.7% | -12.1% | -10.8% |
| 6M | -5.4% | +12.6% | -17.9% | -13.9% |
| YTD | +8.1% | +11.8% | -3.7% | -1.1% |
| 1Y | +1.8% | +17.5% | -15.8% | -10.7% |
| 3Y | +17.7% | +77.0% | -59.3% | -27.1% |
| 5Y | -16.9% | +82.6% | -99.5% | -50.2% |
| All | +48.5% | +218.8% | -170.3% | -44.5% |
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