+76.3%
U vs VOO
+79.7%
-3.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -3.8% |
| 7D | +16.9% | -0.9% | +17.8% | +17.0% |
| 30D | +6.4% | -2.3% | +8.7% | +10.1% |
| 3M | +13.2% | -1.2% | +14.3% | +14.4% |
| 6M | +84.8% | +3.3% | +81.4% | +71.1% |
| YTD | +12.4% | +12.3% | +0.1% | -11.3% |
| 1Y | +19.8% | +12.5% | +7.3% | -5.4% |
| All | +76.3% | +79.7% | -3.4% | -48.2% |
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