+51.3%
SRVR vs VOO
+224.0%
-172.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -0.9% | +0.1% | -1.0% | -1.0% |
| 3M | -10.4% | +2.0% | -12.4% | -11.8% |
| 6M | -4.6% | +13.0% | -17.6% | -13.5% |
| YTD | +10.1% | +13.6% | -3.5% | -0.6% |
| 1Y | +5.3% | +20.1% | -14.8% | -9.2% |
| 3Y | +17.8% | +77.6% | -59.7% | -27.2% |
| 5Y | -18.8% | +82.4% | -101.2% | -51.2% |
| All | +51.3% | +224.0% | -172.7% | -44.2% |
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