+34.3%
VB vs VOO
+75.1%
-40.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.6% |
| 7D | -0.2% | -0.9% | +0.7% | +0.8% |
| 30D | +2.5% | -2.3% | +4.9% | +5.1% |
| 3M | -3.2% | -1.2% | -2.1% | -2.1% |
| 6M | +3.0% | +3.3% | -0.4% | -0.8% |
| YTD | +15.6% | +12.3% | +3.3% | +1.8% |
| 1Y | +17.1% | +12.5% | +4.6% | +3.0% |
| 3Y | +68.0% | +79.2% | -11.1% | -10.7% |
| 5Y | +34.3% | +75.7% | -41.4% | -26.9% |
| All | +34.3% | +75.1% | -40.8% | -26.9% |
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 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