-100.0%
SRXH vs VOO
+810.0%
-910.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +4.1% |
| 7D | +5.3% | -0.8% | +6.1% | +3.2% |
| 30D | -13.6% | -1.1% | -12.5% | -16.2% |
| 3M | -78.4% | +3.9% | -82.3% | -75.3% |
| 6M | -81.1% | +13.6% | -94.8% | -73.8% |
| YTD | -88.1% | +12.7% | -100.8% | -83.8% |
| 1Y | -91.1% | +17.6% | -108.6% | -86.7% |
| 3Y | -99.3% | +77.3% | -176.6% | -97.4% |
| 5Y | -100.0% | +84.1% | -184.1% | -99.9% |
| 10Y | -100.0% | +323.5% | -423.5% | -100.0% |
| All | -100.0% | +810.0% | -910.0% | -100.0% |
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 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