-25.0%
VC vs VOO
+13.0%
-38.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.8% |
| 7D | -0.3% | -0.9% | +0.7% | +0.7% |
| 30D | -5.5% | -2.3% | -3.2% | -3.1% |
| 3M | -24.3% | -1.2% | -23.2% | -23.5% |
| 6M | -30.5% | +3.3% | -33.8% | -33.1% |
| YTD | -14.9% | +12.3% | -27.2% | -26.2% |
| 1Y | -25.0% | +12.5% | -37.5% | -35.1% |
| All | -25.0% | +13.0% | -38.0% | -35.1% |
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