+529.2%
VBK vs VOO
+817.1%
-287.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | -1.9% | +2.0% | -3.9% | -4.0% |
| 6M | +9.9% | +13.0% | -3.2% | -4.3% |
| YTD | +15.9% | +13.6% | +2.3% | +0.5% |
| 1Y | +19.4% | +20.1% | -0.6% | -2.7% |
| 3Y | +53.5% | +77.6% | -24.1% | -19.5% |
| 5Y | +20.9% | +82.4% | -61.6% | -37.7% |
| 10Y | +180.3% | +316.8% | -136.5% | -44.0% |
| All | +529.2% | +817.1% | -287.9% | -54.0% |
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