+75.5%
VOO vs P
+175.5%
-100.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.2% | -0.1% |
| 7D | -2.7% | -23.8% | +21.1% | +0.4% |
| 30D | -5.4% | -36.6% | +31.3% | -0.3% |
| 3M | -4.1% | +10.9% | -14.9% | -6.4% |
| 6M | +0.7% | +30.0% | -29.2% | -4.6% |
| YTD | +8.7% | +44.4% | -35.7% | +0.8% |
| 1Y | +11.0% | +3.9% | +7.0% | +6.5% |
| 3Y | +75.5% | +176.6% | -101.1% | +44.4% |
| All | +75.5% | +175.5% | -100.0% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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