+7,621.4%
USD vs VOO
+325.3%
+7,296.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | -1.3% |
| 7D | -3.1% | -0.8% | -2.3% | -0.7% |
| 30D | -8.3% | -1.1% | -7.2% | -4.9% |
| 3M | -10.2% | +3.9% | -14.1% | -17.6% |
| 6M | +55.6% | +13.6% | +42.0% | +13.5% |
| YTD | +64.3% | +12.7% | +51.6% | +24.9% |
| 1Y | +84.8% | +17.6% | +67.2% | +27.3% |
| 3Y | +732.6% | +77.3% | +655.3% | +131.6% |
| 5Y | +825.0% | +84.1% | +740.8% | +212.6% |
| All | +7,621.4% | +325.3% | +7,296.1% | +357.4% |
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 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