-88.0%
VANI vs VOO
+74.6%
-162.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.3% | -12.7% | -12.7% |
| 7D | -5.5% | +3.3% | -8.7% | -8.1% |
| 30D | -16.7% | -2.7% | -14.0% | -14.6% |
| 3M | -28.2% | -1.7% | -26.5% | -27.0% |
| 6M | -13.8% | +3.1% | -16.9% | -15.8% |
| YTD | -20.1% | +11.9% | -32.0% | -27.1% |
| 1Y | -35.8% | +12.1% | -47.8% | -41.3% |
| 3Y | +3.3% | +78.6% | -75.3% | -36.9% |
| 5Y | -88.0% | +73.8% | -161.8% | -91.6% |
| All | -88.0% | +74.6% | -162.5% | -91.6% |
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