-19.5%
VAC vs VOO
+72.8%
-92.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -2.5% | -0.6% | -1.9% | -1.7% |
| 30D | +9.8% | -3.6% | +13.5% | +15.4% |
| 3M | +3.0% | -2.7% | +5.7% | +6.9% |
| 6M | +52.7% | +2.2% | +50.5% | +47.6% |
| YTD | +106.6% | +10.9% | +95.7% | +79.2% |
| 1Y | +140.6% | +11.3% | +129.3% | +107.6% |
| 3Y | +70.8% | +76.9% | -6.1% | -14.8% |
| 5Y | -19.5% | +73.5% | -93.0% | -58.3% |
| All | -19.5% | +72.8% | -92.3% | -58.3% |
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