+29.9%
VCV vs VOO
+306.9%
-277.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +2.7% | -0.6% | +3.3% | +2.8% |
| 30D | +8.1% | -3.6% | +11.7% | +9.0% |
| 3M | -8.5% | -2.7% | -5.8% | -7.9% |
| 6M | -6.9% | +2.2% | -9.2% | -7.5% |
| YTD | -8.4% | +10.9% | -19.3% | -10.9% |
| 1Y | -7.8% | +11.3% | -19.1% | -10.4% |
| 3Y | +33.4% | +76.9% | -43.5% | +13.9% |
| 5Y | -9.9% | +73.5% | -83.4% | -23.3% |
| 10Y | +29.9% | +307.7% | -277.8% | -11.2% |
| All | +29.9% | +306.9% | -277.0% | -11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling