+38.0%
VCV vs VOO
+75.5%
-37.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | +3.8% | -2.7% | +6.5% | +4.2% |
| 30D | +10.1% | -5.4% | +15.5% | +11.0% |
| 3M | -7.3% | -4.1% | -3.3% | -6.8% |
| 6M | -6.2% | +0.7% | -6.9% | -6.3% |
| YTD | -8.2% | +8.7% | -16.9% | -9.3% |
| 1Y | -8.2% | +11.0% | -19.2% | -9.6% |
| 3Y | +38.0% | +75.5% | -37.4% | +18.7% |
| All | +38.0% | +75.5% | -37.4% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling