-19.6%
VAC vs VOO
+82.3%
-102.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.4% | -3.2% |
| 7D | +3.4% | +0.5% | +2.8% | +2.6% |
| 30D | -17.1% | -0.9% | -16.1% | -15.9% |
| 3M | +14.4% | +3.9% | +10.5% | +8.5% |
| 6M | +46.7% | +14.5% | +32.2% | +22.0% |
| YTD | +81.5% | +13.0% | +68.5% | +53.8% |
| 1Y | +37.0% | +19.4% | +17.6% | +8.4% |
| 3Y | +11.6% | +78.9% | -67.3% | -45.0% |
| 5Y | -19.6% | +82.3% | -101.9% | -60.5% |
| All | -19.6% | +82.3% | -102.0% | -60.5% |
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