-36.4%
VC vs VOO
+67.5%
-103.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.4% | +0.9% | +1.6% |
| 7D | +5.8% | -4.7% | +10.5% | +11.9% |
| 30D | -13.2% | -5.9% | -7.3% | -6.9% |
| 3M | -25.5% | -4.5% | -21.0% | -21.5% |
| 6M | -29.2% | +1.9% | -31.1% | -30.8% |
| YTD | -17.6% | +8.4% | -26.0% | -25.1% |
| 1Y | -26.2% | +9.5% | -35.6% | -33.7% |
| 3Y | -31.7% | +75.3% | -107.0% | -66.0% |
| 5Y | -36.4% | +67.9% | -104.3% | -66.0% |
| All | -36.4% | +67.5% | -103.9% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling