-37.6%
VC vs VOO
+67.9%
-105.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.7% |
| 7D | +3.2% | -2.7% | +5.9% | +6.6% |
| 30D | -13.1% | -5.4% | -7.7% | -7.4% |
| 3M | -26.4% | -4.1% | -22.3% | -22.9% |
| 6M | -33.0% | +0.7% | -33.7% | -33.7% |
| YTD | -19.6% | +8.7% | -28.3% | -27.1% |
| 1Y | -26.3% | +11.0% | -37.2% | -34.8% |
| 3Y | -33.7% | +75.5% | -109.2% | -67.1% |
| All | -37.6% | +67.9% | -105.5% | -66.8% |
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