-30.7%
VACI vs VOO
+14.6%
-45.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.5% |
| 7D | -2.5% | -0.8% | -1.8% | -2.6% |
| 30D | -32.1% | -1.1% | -31.1% | -32.1% |
| 3M | -32.7% | +3.9% | -36.6% | -32.7% |
| 6M | -30.9% | +13.6% | -44.6% | -31.1% |
| YTD | -30.5% | +12.7% | -43.2% | -30.7% |
| All | -30.7% | +14.6% | -45.2% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling