+86.8%
VCV vs VOO
+817.1%
-730.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | -2.7% | +0.1% | -2.8% | -2.7% |
| 3M | -2.4% | +2.0% | -4.4% | -2.8% |
| 6M | -5.1% | +13.0% | -18.1% | -7.3% |
| YTD | -3.6% | +13.6% | -17.2% | -5.9% |
| 1Y | +7.4% | +20.1% | -12.7% | +3.6% |
| 3Y | +34.1% | +77.6% | -43.5% | +19.6% |
| 5Y | -1.7% | +82.4% | -84.1% | -13.3% |
| 10Y | +24.1% | +316.8% | -292.8% | -2.9% |
| All | +86.8% | +817.1% | -730.3% | +45.6% |
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