-100.0%
SVRE vs VOO
+96.4%
-196.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.1% |
| 7D | -12.2% | -0.4% | -11.8% | -12.0% |
| 30D | -32.1% | -1.4% | -30.7% | -31.6% |
| 3M | -36.1% | +3.7% | -39.8% | -37.6% |
| 6M | +0.8% | +13.0% | -12.2% | -5.7% |
| YTD | -54.0% | +12.4% | -66.5% | -56.9% |
| 1Y | -87.6% | +18.6% | -106.2% | -88.6% |
| 3Y | -100.0% | +78.1% | -178.0% | -100.0% |
| All | -100.0% | +96.4% | -196.4% | -100.0% |
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