-99.7%
SURG vs VOO
+214.9%
-314.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.3% |
| 7D | +4.2% | -0.8% | +5.0% | +4.8% |
| 30D | -36.6% | -1.1% | -35.6% | -36.0% |
| 3M | -61.6% | +3.9% | -65.5% | -62.8% |
| 6M | -80.3% | +13.6% | -94.0% | -82.1% |
| YTD | -89.6% | +12.7% | -102.3% | -90.5% |
| 1Y | -94.0% | +17.6% | -111.6% | -94.6% |
| 3Y | -96.5% | +77.3% | -173.8% | -97.6% |
| 5Y | -97.0% | +84.1% | -181.2% | -98.0% |
| All | -99.7% | +214.9% | -314.6% | -99.8% |
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