-96.9%
SURG vs VOO
+82.8%
-179.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.2% |
| 7D | +4.2% | -0.8% | +5.0% | +4.9% |
| 30D | -36.6% | -1.1% | -35.6% | -35.9% |
| 3M | -61.6% | +3.9% | -65.5% | -62.9% |
| 6M | -80.3% | +13.6% | -94.0% | -82.3% |
| YTD | -89.6% | +12.7% | -102.3% | -90.6% |
| 1Y | -94.0% | +17.6% | -111.6% | -94.7% |
| 3Y | -96.5% | +77.3% | -173.8% | -97.6% |
| All | -96.9% | +82.8% | -179.7% | -98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling