+44.6%
VC vs VOO
+316.2%
-271.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.8% |
| 7D | +1.0% | +0.1% | +0.9% | +0.8% |
| 30D | -1.3% | +0.1% | -1.3% | -1.4% |
| 3M | -15.4% | +2.0% | -17.4% | -17.7% |
| 6M | +11.9% | +13.0% | -1.2% | -4.1% |
| YTD | +9.1% | +13.6% | -4.5% | -7.1% |
| 1Y | -17.0% | +20.1% | -37.1% | -34.3% |
| 3Y | -27.7% | +77.6% | -105.3% | -65.8% |
| 5Y | +1.4% | +82.4% | -81.0% | -52.9% |
| All | +44.6% | +316.2% | -271.6% | -73.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling