-88.6%
VATE vs VOO
+75.1%
-163.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +1.5% |
| 7D | -2.9% | -0.9% | -2.0% | -1.5% |
| 30D | -24.6% | -2.3% | -22.3% | -21.9% |
| 3M | -29.6% | -1.2% | -28.5% | -28.2% |
| 6M | -57.7% | +3.3% | -61.0% | -59.3% |
| YTD | +16.6% | +12.3% | +4.3% | +0.6% |
| 1Y | -4.2% | +12.5% | -16.7% | -17.6% |
| 3Y | -53.8% | +79.2% | -133.0% | -77.6% |
| 5Y | -88.6% | +75.7% | -164.3% | -94.4% |
| All | -88.6% | +75.1% | -163.8% | -94.4% |
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