+35,749.6%
USD vs VOO
+810.0%
+34,939.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | -1.1% |
| 7D | -3.1% | -0.8% | -2.3% | -0.9% |
| 30D | -8.3% | -1.1% | -7.2% | -5.2% |
| 3M | -10.2% | +3.9% | -14.1% | -16.9% |
| 6M | +55.6% | +13.6% | +42.0% | +16.6% |
| YTD | +64.3% | +12.7% | +51.6% | +28.1% |
| 1Y | +84.8% | +17.6% | +67.2% | +31.8% |
| 3Y | +732.6% | +77.3% | +655.3% | +159.5% |
| 5Y | +825.0% | +84.1% | +740.8% | +251.8% |
| 10Y | +7,957.5% | +323.5% | +7,633.9% | +532.4% |
| All | +35,749.6% | +810.0% | +34,939.6% | +548.1% |
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