+47.4%
TER vs VOO
+12.1%
+35.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.1% |
| 7D | +14.4% | +2.6% | +11.8% | +5.6% |
| 30D | -30.6% | -2.0% | -28.6% | -24.1% |
| 3M | -39.2% | -2.8% | -36.4% | -31.5% |
| 6M | -31.3% | +2.2% | -33.4% | -33.0% |
| YTD | +29.1% | +11.5% | +17.6% | -2.4% |
| 1Y | +47.4% | +13.5% | +33.9% | +5.4% |
| All | +47.4% | +12.1% | +35.3% | +5.4% |
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