-62.1%
W vs VOO
+82.3%
-144.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +2.1% |
| 7D | +6.5% | +0.5% | +5.9% | +4.9% |
| 30D | -6.2% | -0.9% | -5.3% | -3.8% |
| 3M | +48.9% | +3.9% | +45.0% | +36.2% |
| 6M | +31.2% | +14.5% | +16.7% | -6.9% |
| YTD | -0.4% | +13.0% | -13.4% | -25.9% |
| 1Y | +14.8% | +19.4% | -4.6% | -26.6% |
| 3Y | +40.5% | +78.9% | -38.4% | -67.4% |
| 5Y | -62.1% | +82.3% | -144.4% | -90.4% |
| All | -62.1% | +82.3% | -144.4% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling