+214.8%
VDE vs VOO
+82.8%
+132.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.2% |
| 7D | +1.7% | -0.8% | +2.4% | +2.2% |
| 30D | +6.6% | -1.1% | +7.6% | +7.2% |
| 3M | +14.7% | +3.9% | +10.8% | +11.6% |
| 6M | +15.5% | +13.6% | +1.9% | +5.3% |
| YTD | +47.6% | +12.7% | +34.9% | +35.2% |
| 1Y | +50.6% | +17.6% | +33.0% | +33.6% |
| 3Y | +58.2% | +77.3% | -19.1% | +3.9% |
| All | +214.8% | +82.8% | +132.0% | +98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling