+210.6%
VC vs VOO
+790.2%
-579.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.3% |
| 3M | -15.4% | +2.0% | -17.4% | -17.6% |
| 6M | +11.9% | +13.0% | -1.2% | -3.8% |
| YTD | +9.1% | +13.6% | -4.5% | -6.8% |
| 1Y | -17.0% | +20.1% | -37.1% | -34.0% |
| 3Y | -27.7% | +77.6% | -105.3% | -65.1% |
| 5Y | +1.4% | +82.4% | -81.0% | -51.9% |
| 10Y | +44.7% | +316.8% | -272.1% | -73.3% |
| All | +210.6% | +790.2% | -579.6% | -77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling