+147.3%
ST vs VOO
+817.1%
-669.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.0% |
| 7D | +5.0% | +0.1% | +4.9% | +4.8% |
| 30D | -9.2% | +0.1% | -9.3% | -9.3% |
| 3M | -17.9% | +2.0% | -20.0% | -19.6% |
| 6M | +23.9% | +13.0% | +10.9% | +7.5% |
| YTD | +30.5% | +13.6% | +16.9% | +12.8% |
| 1Y | +35.3% | +20.1% | +15.2% | +9.7% |
| 3Y | +18.3% | +77.6% | -59.3% | -38.4% |
| 5Y | -21.6% | +82.4% | -104.0% | -60.0% |
| 10Y | +19.2% | +316.8% | -297.6% | -76.4% |
| All | +147.3% | +817.1% | -669.8% | -77.0% |
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