+3,015.1%
TER vs VOO
+806.9%
+2,208.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.3% | +7.0% | +6.3% |
| 7D | +5.9% | -0.9% | +6.8% | +8.8% |
| 30D | -30.8% | -2.3% | -28.4% | -27.0% |
| 3M | -29.9% | -1.2% | -28.8% | -27.3% |
| 6M | -27.5% | +3.3% | -30.8% | -28.4% |
| YTD | +37.5% | +12.3% | +25.2% | +21.6% |
| 1Y | +50.3% | +12.5% | +37.8% | +33.3% |
| 3Y | +204.9% | +79.2% | +125.7% | +42.8% |
| 5Y | +89.2% | +75.7% | +13.5% | -4.8% |
| 10Y | +1,077.0% | +313.7% | +763.3% | +82.5% |
| All | +3,015.1% | +806.9% | +2,208.2% | +44.4% |
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 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