+504.5%
VB vs VOO
+775.2%
-270.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.3% | +0.8% |
| 7D | -3.6% | -4.7% | +1.1% | +1.5% |
| 30D | -2.4% | -5.9% | +3.5% | +4.2% |
| 3M | -6.0% | -4.5% | -1.5% | -1.2% |
| 6M | -0.4% | +1.9% | -2.2% | -2.5% |
| YTD | +11.2% | +8.4% | +2.8% | +1.6% |
| 1Y | +13.3% | +9.5% | +3.9% | +2.5% |
| 3Y | +58.1% | +75.3% | -17.1% | -14.6% |
| 5Y | +28.1% | +67.9% | -39.7% | -27.2% |
| 10Y | +186.8% | +314.4% | -127.6% | -40.9% |
| All | +504.5% | +775.2% | -270.7% | -51.3% |
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