+16.2%
ST vs VOO
+314.0%
-297.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.4% |
| 7D | +3.9% | +0.5% | +3.4% | +3.2% |
| 30D | -8.5% | -0.9% | -7.6% | -7.4% |
| 3M | -14.9% | +3.9% | -18.8% | -18.6% |
| 6M | +29.8% | +14.5% | +15.3% | +10.5% |
| YTD | +29.0% | +13.0% | +16.1% | +12.0% |
| 1Y | +34.7% | +19.4% | +15.3% | +9.7% |
| 3Y | +19.8% | +78.9% | -59.1% | -38.3% |
| 5Y | -20.3% | +82.3% | -102.6% | -59.5% |
| 10Y | +16.2% | +314.2% | -298.0% | -76.4% |
| All | +16.2% | +314.0% | -297.8% | -76.4% |
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