-98.6%
SVRN vs VOO
+77.0%
-175.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.8% |
| 7D | +10.9% | -0.4% | +11.2% | +10.9% |
| 30D | +85.2% | -1.4% | +86.6% | +85.3% |
| 3M | +14.3% | +3.7% | +10.5% | +14.0% |
| 6M | +10.9% | +13.0% | -2.2% | +11.7% |
| YTD | -46.2% | +12.4% | -58.6% | -45.7% |
| 1Y | -51.2% | +18.6% | -69.8% | -50.7% |
| All | -98.6% | +77.0% | -175.6% | -98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling