-94.3%
SRXH vs VOO
+14.7%
-109.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.7% | -8.6% |
| 7D | -14.7% | -0.7% | -14.0% | -14.4% |
| 30D | -40.5% | -1.1% | -39.4% | -40.1% |
| 3M | -35.3% | -0.3% | -34.9% | -35.1% |
| 6M | -86.8% | +7.4% | -94.2% | -87.2% |
| YTD | -93.4% | +13.4% | -106.7% | -94.0% |
| 1Y | -94.3% | +14.8% | -109.1% | -95.0% |
| All | -94.3% | +14.7% | -109.0% | -95.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling