-19.2%
SRVR vs VOO
+72.8%
-91.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.1% |
| 7D | +1.9% | -0.6% | +2.5% | +2.4% |
| 30D | -2.1% | -3.6% | +1.6% | +0.9% |
| 3M | -7.2% | -2.7% | -4.5% | -5.1% |
| 6M | -16.3% | +2.2% | -18.6% | -17.8% |
| YTD | +2.9% | +10.9% | -8.0% | -5.1% |
| 1Y | -2.3% | +11.3% | -13.6% | -10.2% |
| 3Y | +17.6% | +76.9% | -59.3% | -27.8% |
| 5Y | -19.2% | +73.5% | -92.7% | -50.6% |
| All | -19.2% | +72.8% | -91.9% | -50.6% |
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