-87.2%
SRZN vs VOO
+82.8%
-170.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -2.9% |
| 7D | -16.5% | -0.8% | -15.8% | -16.0% |
| 30D | -21.5% | -1.1% | -20.4% | -20.8% |
| 3M | -18.7% | +3.9% | -22.6% | -21.0% |
| 6M | -29.5% | +13.6% | -43.1% | -35.4% |
| YTD | -15.9% | +12.7% | -28.6% | -22.3% |
| 1Y | +66.5% | +17.6% | +48.9% | +49.9% |
| 3Y | +143.1% | +77.3% | +65.8% | +62.4% |
| All | -87.2% | +82.8% | -170.0% | -91.6% |
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