-98.9%
VATE vs VOO
+817.1%
-916.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | -1.6% | +0.1% | -1.6% | -1.4% |
| 3M | -56.6% | +2.0% | -58.6% | -57.6% |
| 6M | +51.5% | +13.0% | +38.5% | +33.4% |
| YTD | +64.6% | +13.6% | +51.0% | +44.1% |
| 1Y | +34.3% | +20.1% | +14.2% | +10.2% |
| 3Y | -55.2% | +77.6% | -132.7% | -74.6% |
| 5Y | -79.5% | +82.4% | -161.9% | -88.5% |
| 10Y | -98.4% | +316.8% | -415.2% | -99.6% |
| All | -98.9% | +817.1% | -916.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling