+314.1%
VOO vs ALL
+361.5%
-47.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -2.0% | -4.3% | +2.3% | -0.4% |
| 30D | -1.7% | -3.6% | +1.9% | -0.4% |
| 3M | +4.7% | +13.2% | -8.5% | -0.7% |
| 6M | +12.6% | +22.5% | -9.9% | +3.1% |
| YTD | +11.8% | +22.7% | -11.0% | +1.9% |
| 1Y | +17.5% | +28.3% | -10.8% | +4.9% |
| 3Y | +77.0% | +152.0% | -75.1% | +14.2% |
| 5Y | +82.6% | +115.4% | -32.9% | +22.7% |
| All | +314.1% | +361.5% | -47.5% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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