-24.0%
VC vs VOO
+12.0%
-36.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.4% | +3.4% |
| 7D | +7.8% | -0.6% | +8.4% | +8.5% |
| 30D | -5.9% | -3.6% | -2.3% | -2.1% |
| 3M | -23.0% | -2.7% | -20.3% | -20.7% |
| 6M | -29.2% | +2.2% | -31.5% | -31.1% |
| YTD | -14.6% | +10.9% | -25.4% | -24.9% |
| 1Y | -24.0% | +11.3% | -35.3% | -33.5% |
| All | -24.0% | +12.0% | -36.0% | -33.5% |
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