-87.2%
SRZN vs VOO
+116.8%
-203.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -13.7% | -2.0% | -11.7% | -12.5% |
| 30D | -22.4% | -1.7% | -20.7% | -21.4% |
| 3M | -10.7% | +4.7% | -15.4% | -13.4% |
| 6M | -29.9% | +12.6% | -42.4% | -34.8% |
| YTD | -13.9% | +11.8% | -25.7% | -19.4% |
| 1Y | +64.3% | +17.5% | +46.8% | +49.6% |
| 3Y | +148.4% | +77.0% | +71.4% | +74.1% |
| 5Y | -86.6% | +82.6% | -169.2% | -90.9% |
| All | -87.2% | +116.8% | -203.9% | -91.1% |
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