-1.1%
VBF vs VOO
+14.7%
-15.8%
-6.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | +4.3% | -1.1% | +5.4% | +4.5% |
| 3M | +0.9% | -0.3% | +1.2% | +0.9% |
| 6M | +0.4% | +7.4% | -6.9% | -1.1% |
| YTD | -0.2% | +13.4% | -13.5% | -3.3% |
| 1Y | -1.1% | +14.8% | -15.9% | -4.2% |
| All | -1.1% | +14.7% | -15.8% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling