+536.8%
VB vs VOO
+817.1%
-280.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.5% |
| 7D | -0.2% | +0.1% | -0.4% | -0.4% |
| 30D | -1.0% | +0.1% | -1.1% | -1.1% |
| 3M | +1.9% | +2.0% | -0.1% | -0.4% |
| 6M | +9.7% | +13.0% | -3.4% | -4.2% |
| YTD | +17.1% | +13.6% | +3.5% | +1.8% |
| 1Y | +19.8% | +20.1% | -0.2% | -2.0% |
| 3Y | +54.3% | +77.6% | -23.2% | -17.7% |
| 5Y | +41.3% | +82.4% | -41.2% | -26.7% |
| 10Y | +181.6% | +316.8% | -135.2% | -42.1% |
| All | +536.8% | +817.1% | -280.3% | -51.2% |
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