-35.7%
U vs VOO
+147.5%
-183.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.8% | +3.6% | +2.5% |
| 7D | +5.5% | -0.8% | +6.3% | +7.4% |
| 30D | -1.3% | -1.1% | -0.2% | +1.2% |
| 3M | +64.6% | +3.9% | +60.7% | +50.7% |
| 6M | +119.4% | +13.6% | +105.7% | +62.7% |
| YTD | -0.5% | +12.7% | -13.2% | -23.9% |
| 1Y | +1.3% | +17.6% | -16.3% | -28.9% |
| 3Y | +15.6% | +77.3% | -61.7% | -68.6% |
| 5Y | -67.5% | +84.1% | -151.6% | -90.6% |
| All | -35.7% | +147.5% | -183.1% | -88.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling