+220.4%
W vs VOO
+314.4%
-94.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | -1.0% |
| 7D | -7.4% | -0.9% | -6.5% | -5.4% |
| 30D | +7.8% | -2.3% | +10.2% | +14.0% |
| 3M | +10.9% | -1.2% | +12.0% | +14.3% |
| 6M | +86.4% | +3.3% | +83.1% | +78.1% |
| YTD | +14.0% | +12.3% | +1.6% | -7.4% |
| 1Y | +3.5% | +12.5% | -9.0% | -16.2% |
| 3Y | +164.8% | +79.2% | +85.6% | -8.5% |
| 5Y | -53.1% | +75.7% | -128.8% | -80.3% |
| 10Y | +220.4% | +313.7% | -93.2% | -59.8% |
| All | +220.4% | +314.4% | -94.0% | -59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling