+266.1%
VDE vs VOO
+802.4%
-536.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | +0.4% | -2.0% | +2.4% | +2.5% |
| 30D | +6.4% | -1.7% | +8.1% | +8.1% |
| 3M | +12.2% | +4.7% | +7.5% | +6.2% |
| 6M | +17.9% | +12.6% | +5.3% | +2.3% |
| YTD | +47.1% | +11.8% | +35.3% | +28.4% |
| 1Y | +50.0% | +17.5% | +32.5% | +23.7% |
| 3Y | +55.5% | +77.0% | -21.5% | -19.8% |
| 5Y | +223.4% | +82.6% | +140.8% | +56.7% |
| 10Y | +168.9% | +320.0% | -151.0% | -51.4% |
| All | +266.1% | +802.4% | -536.3% | -73.6% |
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