+16.8%
ST vs VOO
+314.4%
-297.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.7% |
| 7D | -1.7% | -0.9% | -0.8% | -0.4% |
| 30D | -4.0% | -2.3% | -1.6% | -0.9% |
| 3M | -12.3% | -1.2% | -11.2% | -10.9% |
| 6M | -10.3% | +3.3% | -13.6% | -13.3% |
| YTD | +22.5% | +12.3% | +10.2% | +7.2% |
| 1Y | +30.2% | +12.5% | +17.7% | +14.0% |
| 3Y | +33.2% | +79.2% | -46.0% | -31.4% |
| 5Y | -28.5% | +75.7% | -104.2% | -62.0% |
| 10Y | +16.8% | +313.7% | -296.9% | -78.5% |
| All | +16.8% | +314.4% | -297.6% | -78.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling