+262.8%
VEA vs VOO
+812.0%
-549.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.1% |
| 7D | +1.9% | +0.5% | +1.3% | +1.4% |
| 30D | +0.8% | -0.9% | +1.7% | +1.6% |
| 3M | +5.7% | +3.9% | +1.8% | +2.1% |
| 6M | +13.3% | +14.5% | -1.2% | +0.4% |
| YTD | +18.4% | +13.0% | +5.4% | +6.3% |
| 1Y | +27.0% | +19.4% | +7.5% | +8.3% |
| 3Y | +79.3% | +78.9% | +0.4% | +4.4% |
| 5Y | +62.1% | +82.3% | -20.1% | -8.2% |
| 10Y | +160.3% | +314.2% | -154.0% | -38.1% |
| All | +262.8% | +812.0% | -549.1% | -67.4% |
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