+78.0%
V vs VOO
+78.5%
-0.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.5% |
| 7D | +0.9% | +2.6% | -1.7% | -0.7% |
| 30D | +9.0% | -2.0% | +11.0% | +10.2% |
| 3M | +16.7% | -2.8% | +19.5% | +18.7% |
| 6M | +33.4% | +2.2% | +31.2% | +31.0% |
| YTD | +22.4% | +11.5% | +10.8% | +12.7% |
| 1Y | +27.7% | +13.5% | +14.2% | +16.1% |
| 3Y | +78.0% | +78.1% | -0.1% | +19.0% |
| All | +78.0% | +78.5% | -0.5% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling