-51.8%
SVRN vs VOO
+18.2%
-70.0%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +0.8% | +14.2% | +14.5% |
| 7D | +31.8% | -0.8% | +32.5% | +32.2% |
| 30D | +88.5% | -1.1% | +89.6% | +89.6% |
| 3M | +19.6% | +3.9% | +15.7% | +16.6% |
| 6M | +51.3% | +13.6% | +37.6% | +49.6% |
| YTD | -44.7% | +12.7% | -57.4% | -45.0% |
| 1Y | -51.8% | +17.6% | -69.4% | -58.3% |
| All | -51.8% | +18.2% | -70.0% | -58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling