+67.1%
V vs VOO
+82.3%
-15.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.3% |
| 7D | -1.1% | +0.5% | -1.6% | -1.5% |
| 30D | +1.9% | -0.9% | +2.8% | +2.7% |
| 3M | +15.5% | +3.9% | +11.6% | +11.6% |
| 6M | +16.6% | +14.5% | +2.1% | +3.4% |
| YTD | +5.7% | +13.0% | -7.2% | -5.2% |
| 1Y | +8.6% | +19.4% | -10.9% | -7.4% |
| 3Y | +52.5% | +78.9% | -26.4% | -11.0% |
| 5Y | +67.1% | +82.3% | -15.1% | -4.7% |
| All | +67.1% | +82.3% | -15.2% | -4.7% |
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