+33.4%
VCV vs VOO
+78.8%
-45.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | +2.7% | -0.6% | +3.3% | +2.8% |
| 30D | +8.1% | -3.6% | +11.7% | +8.6% |
| 3M | -8.5% | -2.7% | -5.8% | -8.1% |
| 6M | -6.9% | +2.2% | -9.2% | -7.2% |
| YTD | -8.4% | +10.9% | -19.3% | -9.8% |
| 1Y | -7.8% | +11.3% | -19.1% | -9.2% |
| 3Y | +33.4% | +76.9% | -43.5% | +15.5% |
| All | +33.4% | +78.8% | -45.4% | +15.5% |
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