-80.6%
VATE vs VOO
+82.3%
-163.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -5.0% | -4.8% |
| 7D | -2.2% | +0.5% | -2.8% | -2.8% |
| 30D | -41.9% | -0.9% | -41.0% | -41.2% |
| 3M | -63.2% | +3.9% | -67.1% | -64.9% |
| 6M | +47.1% | +14.5% | +32.5% | +23.7% |
| YTD | +55.5% | +13.0% | +42.6% | +33.0% |
| 1Y | +32.6% | +19.4% | +13.2% | +4.5% |
| 3Y | -52.2% | +78.9% | -131.0% | -76.5% |
| 5Y | -80.6% | +82.3% | -162.9% | -90.5% |
| All | -80.6% | +82.3% | -163.0% | -90.5% |
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