+2,783.3%
TER vs VOO
+798.5%
+1,984.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.3% | +10.4% | +9.0% |
| 7D | -5.8% | +0.1% | -5.8% | -5.0% |
| 30D | -38.9% | -3.3% | -35.6% | -34.6% |
| 3M | -35.1% | -2.4% | -32.7% | -31.4% |
| 6M | -31.6% | +2.6% | -34.2% | -31.7% |
| YTD | +27.2% | +11.3% | +16.0% | +14.1% |
| 1Y | +35.2% | +13.4% | +21.8% | +18.3% |
| 3Y | +192.8% | +80.3% | +112.5% | +36.0% |
| 5Y | +72.4% | +72.7% | -0.3% | -11.1% |
| 10Y | +1,001.8% | +310.0% | +691.8% | +73.1% |
| All | +2,783.3% | +798.5% | +1,984.8% | +35.5% |
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 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