+82.6%
VOO vs SRE
+46.9%
+35.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -2.0% | -0.7% | -1.3% | -1.8% |
| 30D | -1.7% | -1.7% | +0.1% | -1.3% |
| 3M | +4.7% | -7.1% | +11.8% | +6.7% |
| 6M | +12.6% | -8.4% | +20.9% | +14.9% |
| YTD | +11.8% | -3.5% | +15.3% | +12.1% |
| 1Y | +17.5% | +5.4% | +12.2% | +14.3% |
| 3Y | +77.0% | +29.5% | +47.5% | +53.4% |
| 5Y | +82.6% | +48.3% | +34.3% | +51.2% |
| All | +82.6% | +46.9% | +35.7% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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