+163.6%
W vs VOO
+384.0%
-220.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.3% |
| 7D | -4.2% | +0.1% | -4.3% | -4.3% |
| 30D | -7.6% | +0.1% | -7.6% | -7.6% |
| 3M | +37.2% | +2.0% | +35.2% | +33.7% |
| 6M | +26.3% | +13.0% | +13.3% | +1.5% |
| YTD | -1.0% | +13.6% | -14.6% | -20.5% |
| 1Y | +20.1% | +20.1% | 0.0% | -13.4% |
| 3Y | +37.8% | +77.6% | -39.8% | -47.5% |
| 5Y | -63.7% | +82.4% | -146.1% | -84.6% |
| 10Y | +156.3% | +316.8% | -160.5% | -64.1% |
| All | +163.6% | +384.0% | -220.4% | -69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling