-16.4%
SRVR vs VOO
+81.6%
-98.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +2.7% | -0.4% | +3.1% | +3.0% |
| 30D | -0.3% | -1.4% | +1.1% | +0.8% |
| 3M | -6.5% | +3.7% | -10.2% | -9.2% |
| 6M | -2.8% | +13.0% | -15.9% | -11.7% |
| YTD | +10.6% | +12.4% | -1.9% | +0.8% |
| 1Y | +4.7% | +18.6% | -13.9% | -8.4% |
| 3Y | +20.4% | +78.1% | -57.7% | -26.2% |
| 5Y | -16.4% | +82.3% | -98.7% | -50.7% |
| All | -16.4% | +81.6% | -98.0% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling