+82.3%
VOO vs SO
+61.3%
+20.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | +0.5% | +1.0% | -0.5% | +0.3% |
| 30D | -0.9% | -3.2% | +2.3% | -0.3% |
| 3M | +3.9% | -1.7% | +5.6% | +4.0% |
| 6M | +14.5% | -7.2% | +21.7% | +16.0% |
| YTD | +13.0% | +4.6% | +8.4% | +11.2% |
| 1Y | +19.4% | +1.2% | +18.2% | +18.3% |
| 3Y | +78.9% | +45.3% | +33.6% | +55.0% |
| 5Y | +82.3% | +58.7% | +23.6% | +53.8% |
| All | +82.3% | +61.3% | +20.9% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 5y: compounded portfolio wealth divided by compounded SO 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…
5y analysis · Full analysis span regression · 6 months rolling